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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 | $551,819 | $176,077+213.4% | $159,455+246.1% | $167,518+229.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.54% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $13,392 | $5,298+152.8% | $4,830+177.2% | $4,838+176.8% |
| Participant deferral / active EE | $13,893 | $7,751+79.2% | $7,353+88.9% | $6,342+119.1% |
| Admin fee / account holder | $34,442 | $12,556+174.3% | $10,800+218.9% | $12,312+179.7% |