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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 | $483,310 | $114,130+323.5% | $96,192+402.4% | $167,553+188.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.52% | 190.07%-179.5pp | 192.09%-181.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $13,353 | $3,431+289.2% | $2,799+377.0% | $4,840+175.9% |
| Participant deferral / active EE | $5,926 | $5,198+14.0% | $4,351+36.2% | $6,343-6.6% |
| Admin fee / account holder | $14,459 | $6,901+109.5% | $5,539+161.0% | $12,316+17.4% |