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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 | $442,066 | $176,105+151.0% | $159,474+177.2% | $167,536+163.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.61% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $15,032 | $5,299+183.7% | $4,831+211.2% | $4,839+210.6% |
| Participant deferral / active EE | $10,077 | $7,751+30.0% | $7,353+37.0% | $6,342+58.9% |
| Admin fee / account holder | $29,995 | $12,559+138.8% | $10,802+177.7% | $12,315+143.6% |