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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 | $372,456 | $150,412+147.6% | $120,574+208.9% | $145,884+155.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.36% | 154.50%-144.1pp | 107.42%-97.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $14,533 | $4,355+233.7% | $3,471+318.8% | $4,662+211.7% |
| Participant deferral / active EE | $17,667 | $6,175+186.1% | $4,996+253.6% | $6,690+164.1% |
| Admin fee / account holder | $69,056 | $12,224+464.9% | $9,445+631.1% | $13,392+415.7% |