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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 | $386,124 | $176,105+119.3% | $159,474+142.1% | $167,536+130.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 161.57% | 331.91%-170.3pp | 263.68%-102.1pp | 478.82%-317.2pp |
| Employer contribution / active EE | $14,709 | $5,299+177.6% | $4,831+204.5% | $4,839+204.0% |
| Participant deferral / active EE | $5,820 | $7,751-24.9% | $7,353-20.9% | $6,342-8.2% |
| Admin fee / account holder | $10,037 | $12,559-20.1% | $10,802-7.1% | $12,315-18.5% |