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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 | $367,082 | $176,077+108.5% | $159,455+130.2% | $167,518+119.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.00% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $10,218 | $5,298+92.9% | $4,830+111.5% | $4,838+111.2% |
| Participant deferral / active EE | $11,184 | $7,751+44.3% | $7,353+52.1% | $6,342+76.3% |
| Admin fee / account holder | $78,998 | $12,556+529.1% | $10,800+631.4% | $12,312+541.6% |