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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 | $275,637 | $176,077+56.5% | $159,455+72.9% | $167,518+64.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.13% | 331.83%-314.7pp | 263.63%-246.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $27,000 | $5,298+409.6% | $4,830+459.0% | $4,838+458.0% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $51,680 | $12,556+311.6% | $10,800+378.5% | $12,312+319.7% |