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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 | $173,526+160.9% | $136,072+232.8% | $145,884+210.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 14.29% | 1167.12%-1152.8pp | 580.46%-566.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $14,279 | $5,285+170.2% | $4,216+238.7% | $4,662+206.3% |
| Participant deferral / active EE | $22,170 | $8,711+154.5% | $7,028+215.5% | $6,690+231.4% |
| Admin fee / account holder | $21,866 | $9,665+126.3% | $6,718+225.5% | $13,392+63.3% |