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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 | $320,183 | $165,399+93.6% | $149,745+113.8% | $158,982+101.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.72% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $11,940 | $5,105+133.9% | $4,646+157.0% | $4,763+150.7% |
| Participant deferral / active EE | $8,500 | $7,183+18.3% | $6,843+24.2% | $5,983+42.1% |
| Admin fee / account holder | $69,823 | $10,811+545.8% | $9,312+649.8% | $11,252+520.6% |