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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 | $490,593 | $175,231+180.0% | $149,696+227.7% | $139,466+251.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.27% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $8,597 | $5,478+56.9% | $4,821+78.3% | $4,754+80.8% |
| Participant deferral / active EE | $16,254 | $6,521+149.2% | $5,682+186.1% | $6,712+142.2% |
| Admin fee / account holder | $22,440 | $16,155+38.9% | $13,212+69.8% | $11,409+96.7% |