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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 | $431,550 | $176,105+145.1% | $159,474+170.6% | $167,536+157.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.25% | 331.91%-316.7pp | 263.68%-248.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $21,131 | $5,299+298.8% | $4,831+337.4% | $4,839+336.7% |
| Participant deferral / active EE | $12,967 | $7,751+67.3% | $7,353+76.3% | $6,342+104.5% |
| Admin fee / account holder | $86,796 | $12,559+591.1% | $10,802+703.5% | $12,315+604.8% |