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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 | $390,950 | $160,028+144.3% | $147,080+165.8% | $145,884+168.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $16,796 | $5,286+217.8% | $4,933+240.5% | $4,662+260.3% |
| Participant deferral / active EE | $14,028 | $8,422+66.6% | $8,066+73.9% | $6,690+109.7% |
| Admin fee / account holder | $144,755 | $15,030+863.1% | $12,989+1014.5% | $13,392+980.9% |