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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,272 | $176,077+164.2% | $159,455+191.8% | $167,518+177.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 331.83%-315.4pp | 263.63%-247.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $2,480 | $5,298-53.2% | $4,830-48.7% | $4,838-48.7% |
| Participant deferral / active EE | $10,714 | $7,751+38.2% | $7,353+45.7% | $6,342+68.9% |
| Admin fee / account holder | $23,060 | $12,556+83.6% | $10,800+113.5% | $12,312+87.3% |