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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 | $301,669 | $149,040+102.4% | $120,225+150.9% | $137,256+119.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.64% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $12,763 | $4,350+193.4% | $3,475+267.2% | $4,156+207.1% |
| Participant deferral / active EE | $6,640 | $4,655+42.6% | $3,999+66.0% | $6,407+3.6% |
| Admin fee / account holder | $16,107 | $6,348+153.7% | $5,696+182.8% | $12,270+31.3% |