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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 | $643,495 | $176,077+265.5% | $159,455+303.6% | $167,518+284.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 331.83%-319.4pp | 263.63%-251.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $18,198 | $5,298+243.5% | $4,830+276.8% | $4,838+276.1% |
| Participant deferral / active EE | $17,260 | $7,751+122.7% | $7,353+134.7% | $6,342+172.2% |
| Admin fee / account holder | $21,445 | $12,556+70.8% | $10,800+98.6% | $12,312+74.2% |