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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 | $453,728 | $160,070+183.5% | $147,117+208.4% | $145,897+211.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $30,000 | $5,285+467.7% | $4,932+508.2% | $4,663+543.4% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $119,458 | $15,035+694.5% | $12,993+819.4% | $13,390+792.1% |