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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 | $395,666 | $175,231+125.8% | $149,696+164.3% | $139,466+183.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $12,409 | $5,478+126.5% | $4,821+157.4% | $4,754+161.0% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $5,802 | $16,155-64.1% | $13,212-56.1% | $11,409-49.1% |