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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 | $478,764 | $175,231+173.2% | $149,696+219.8% | $139,466+243.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $15,690 | $5,478+186.4% | $4,821+225.5% | $4,754+230.0% |
| Participant deferral / active EE | $13,938 | $6,521+113.7% | $5,682+145.3% | $6,712+107.7% |
| Admin fee / account holder | $1,111 | $16,155-93.1% | $13,212-91.6% | $11,409-90.3% |