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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 | $429,600 | $176,105+143.9% | $159,474+169.4% | $167,536+156.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.79% | 331.91%-320.1pp | 263.68%-251.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $12,336 | $5,299+132.8% | $4,831+155.4% | $4,839+154.9% |
| Participant deferral / active EE | $11,142 | $7,751+43.7% | $7,353+51.5% | $6,342+75.7% |
| Admin fee / account holder | $51,292 | $12,559+308.4% | $10,802+374.8% | $12,315+316.5% |