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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 | $471,870 | $176,105+167.9% | $159,474+195.9% | $167,536+181.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $10,975 | $5,299+107.1% | $4,831+127.2% | $4,839+126.8% |
| Participant deferral / active EE | $10,361 | $7,751+33.7% | $7,353+40.9% | $6,342+63.4% |
| Admin fee / account holder | $209,416 | $12,559+1567.4% | $10,802+1838.6% | $12,315+1600.6% |