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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 | $383,671 | $176,077+117.9% | $159,455+140.6% | $167,518+129.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.63% | 331.83%-307.2pp | 263.63%-239.0pp | 478.71%-454.1pp |
| Employer contribution / active EE | $10,000 | $5,298+88.7% | $4,830+107.0% | $4,838+106.7% |
| Participant deferral / active EE | $11,020 | $7,751+42.2% | $7,353+49.9% | $6,342+73.8% |
| Admin fee / account holder | $22,084 | $12,556+75.9% | $10,800+104.5% | $12,312+79.4% |