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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 | $446,186 | $160,070+178.7% | $147,117+203.3% | $145,897+205.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $46,000 | $5,285+770.5% | $4,932+832.6% | $4,663+886.6% |
| Participant deferral / active EE | $29,000 | $8,419+244.4% | $8,065+259.6% | $6,689+333.5% |
| Admin fee / account holder | $86,149 | $15,035+473.0% | $12,993+563.1% | $13,390+543.4% |