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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 | $467,239 | $175,259+166.6% | $149,723+212.1% | $139,487+235.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $16,395 | $5,478+199.3% | $4,821+240.0% | $4,755+244.8% |
| Participant deferral / active EE | $8,904 | $6,522+36.5% | $5,682+56.7% | $6,713+32.6% |
| Admin fee / account holder | $7,009 | $16,158-56.6% | $13,215-47.0% | $11,407-38.6% |