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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 | $404,159 | $176,105+129.5% | $159,474+153.4% | $167,536+141.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $22,750 | $7,751+193.5% | $7,353+209.4% | $6,342+258.7% |
| Admin fee / account holder | $2,898 | $12,559-76.9% | $10,802-73.2% | $12,315-76.5% |