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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 | $414,421 | $165,351+150.6% | $149,710+176.8% | $158,931+160.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 87.03% | 348.19%-261.2pp | 276.63%-189.6pp | 302.86%-215.8pp |
| Employer contribution / active EE | $8,599 | $5,103+68.5% | $4,645+85.1% | $4,761+80.6% |
| Participant deferral / active EE | $7,062 | $7,181-1.7% | $6,842+3.2% | $5,982+18.0% |
| Admin fee / account holder | $1,852 | $10,807-82.9% | $9,309-80.1% | $11,247-83.5% |