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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 | $367,056 | $160,040+129.4% | $147,096+149.5% | $145,877+151.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,790 | $5,289-28.3% | $4,936-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $16,540 | $8,429+96.2% | $8,071+104.9% | $6,691+147.2% |
| Admin fee / account holder | $144,251 | $15,050+858.5% | $13,005+1009.2% | $13,402+976.3% |