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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 | $468,169 | $217,427+115.3% | $185,837+151.9% | $167,518+179.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.42% | 148.39%-134.0pp | 122.08%-107.7pp | 478.71%-464.3pp |
| Employer contribution / active EE | $23,229 | $5,874+295.4% | $5,168+349.5% | $4,838+380.1% |
| Participant deferral / active EE | $15,959 | $6,357+151.0% | $5,568+186.6% | $6,342+151.6% |
| Admin fee / account holder | $33,214 | $19,816+67.6% | $16,241+104.5% | $12,312+169.8% |