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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 | $438,106 | $176,077+148.8% | $159,455+174.8% | $167,518+161.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.72% | 331.83%-308.1pp | 263.63%-239.9pp | 478.71%-455.0pp |
| Employer contribution / active EE | $12,801 | $5,298+141.6% | $4,830+165.0% | $4,838+164.6% |
| Participant deferral / active EE | $10,609 | $7,751+36.9% | $7,353+44.3% | $6,342+67.3% |
| Admin fee / account holder | $7,027 | $12,556-44.0% | $10,800-34.9% | $12,312-42.9% |