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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 | $361,193 | $160,040+125.7% | $147,096+145.5% | $145,877+147.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $12,000 | $5,289+126.9% | $4,936+143.1% | $4,663+157.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $165,761 | $15,050+1001.4% | $13,005+1174.6% | $13,402+1136.8% |