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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 | $265,018 | $156,970+68.8% | $121,210+118.6% | $139,487+90.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1477.10%-1461.5pp | 987.41%-971.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $12,157 | $5,546+119.2% | $4,171+191.5% | $4,755+155.7% |
| Participant deferral / active EE | $8,386 | $4,849+72.9% | $4,084+105.3% | $6,713+24.9% |
| Admin fee / account holder | $1,132 | $6,947-83.7% | $5,647-80.0% | $11,407-90.1% |