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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 | $403,786 | $165,399+144.1% | $149,745+169.6% | $158,982+154.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.66% | 348.34%-309.7pp | 276.72%-238.1pp | 302.99%-264.3pp |
| Employer contribution / active EE | $9,087 | $5,105+78.0% | $4,646+95.6% | $4,763+90.8% |
| Participant deferral / active EE | $10,437 | $7,183+45.3% | $6,843+52.5% | $5,983+74.4% |
| Admin fee / account holder | $11,913 | $10,811+10.2% | $9,312+27.9% | $11,252+5.9% |