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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 | $349,555 | $160,070+118.4% | $147,117+137.6% | $145,897+139.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $14,354 | $5,285+171.6% | $4,932+191.0% | $4,663+207.8% |
| Participant deferral / active EE | $9,020 | $8,419+7.1% | $8,065+11.9% | $6,689+34.8% |
| Admin fee / account holder | $37,678 | $15,035+150.6% | $12,993+190.0% | $13,390+181.4% |