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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 | $407,294 | $176,120+131.3% | $159,487+155.4% | $167,553+143.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.38% | 331.95%-316.6pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $14,084 | $5,299+165.8% | $4,831+191.5% | $4,840+191.0% |
| Participant deferral / active EE | $11,649 | $7,752+50.3% | $7,354+58.4% | $6,343+83.7% |
| Admin fee / account holder | $19,101 | $12,561+52.1% | $10,804+76.8% | $12,316+55.1% |