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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 | $472,847 | $176,077+168.5% | $159,455+196.5% | $167,518+182.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.61% | 331.83%-315.2pp | 263.63%-247.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $10,873 | $5,298+105.2% | $4,830+125.1% | $4,838+124.7% |
| Participant deferral / active EE | $7,839 | $7,751+1.1% | $7,353+6.6% | $6,342+23.6% |
| Admin fee / account holder | $58,051 | $12,556+362.3% | $10,800+437.5% | $12,312+371.5% |