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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 | $510,167 | $176,077+189.7% | $159,455+219.9% | $167,518+204.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.86% | 331.83%-315.0pp | 263.63%-246.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $13,571 | $5,298+156.1% | $4,830+181.0% | $4,838+180.5% |
| Participant deferral / active EE | $8,170 | $7,751+5.4% | $7,353+11.1% | $6,342+28.8% |
| Admin fee / account holder | $12,322 | $12,556-1.9% | $10,800+14.1% | $12,312+0.1% |