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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 | $452,785 | $173,397+161.1% | $135,987+233.0% | $145,877+210.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 14.29% | 1166.18%-1151.9pp | 580.01%-565.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $14,279 | $5,281+170.4% | $4,214+238.9% | $4,663+206.2% |
| Participant deferral / active EE | $22,170 | $8,710+154.5% | $7,027+215.5% | $6,691+231.4% |
| Admin fee / account holder | $21,866 | $9,663+126.3% | $6,716+225.6% | $13,402+63.2% |