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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 | $439,930 | $105,160+318.3% | $94,679+364.7% | $139,456+215.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 38.04%-23.2pp | 156.75%-141.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $11,405 | $4,107+177.7% | $3,673+210.5% | $4,753+140.0% |
| Participant deferral / active EE | $10,159 | $7,599+33.7% | $7,417+37.0% | $6,711+51.4% |
| Admin fee / account holder | $46,397 | $8,988+416.2% | $7,233+541.5% | $11,407+306.7% |