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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 | $434,248 | $105,145+313.0% | $94,664+358.7% | $139,466+211.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 38.09%-25.5pp | 156.84%-144.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $14,479 | $4,107+252.5% | $3,673+294.2% | $4,754+204.6% |
| Participant deferral / active EE | $14,479 | $7,599+90.5% | $7,417+95.2% | $6,712+115.7% |
| Admin fee / account holder | $20,857 | $8,972+132.5% | $7,222+188.8% | $11,409+82.8% |