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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 | $299,968 | $176,077+70.4% | $159,455+88.1% | $167,518+79.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.12% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $6,183 | $5,298+16.7% | $4,830+28.0% | $4,838+27.8% |
| Participant deferral / active EE | $7,265 | $7,751-6.3% | $7,353-1.2% | $6,342+14.6% |
| Admin fee / account holder | $128,974 | $12,556+927.2% | $10,800+1094.2% | $12,312+947.5% |