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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 | $368,975 | $175,231+110.6% | $149,696+146.5% | $139,466+164.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.71% | 166.77%-152.1pp | 134.46%-119.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $9,900 | $5,478+80.7% | $4,821+105.4% | $4,754+108.2% |
| Participant deferral / active EE | $25,313 | $6,521+288.2% | $5,682+345.5% | $6,712+277.1% |
| Admin fee / account holder | $63,939 | $16,155+295.8% | $13,212+383.9% | $11,409+460.4% |