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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 | $423,354 | $176,077+140.4% | $159,455+165.5% | $167,518+152.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $4,967 | $5,298-6.2% | $4,830+2.8% | $4,838+2.7% |
| Participant deferral / active EE | $8,843 | $7,751+14.1% | $7,353+20.3% | $6,342+39.4% |
| Admin fee / account holder | $22,342 | $12,556+77.9% | $10,800+106.9% | $12,312+81.5% |