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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 | $506,884 | $176,077+187.9% | $159,455+217.9% | $167,518+202.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.14% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $13,004 | $5,298+145.4% | $4,830+169.2% | $4,838+168.8% |
| Participant deferral / active EE | $13,669 | $7,751+76.3% | $7,353+85.9% | $6,342+115.5% |
| Admin fee / account holder | $52,372 | $12,556+317.1% | $10,800+384.9% | $12,312+325.4% |