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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 | $362,985 | $176,077+106.2% | $159,455+127.6% | $167,518+116.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.38% | 331.83%-312.5pp | 263.63%-244.3pp | 478.71%-459.3pp |
| Employer contribution / active EE | $11,900 | $5,298+124.6% | $4,830+146.4% | $4,838+145.9% |
| Participant deferral / active EE | $9,650 | $7,751+24.5% | $7,353+31.2% | $6,342+52.2% |
| Admin fee / account holder | $2,258 | $12,556-82.0% | $10,800-79.1% | $12,312-81.7% |