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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 | $318,675 | $176,077+81.0% | $159,455+99.9% | $167,518+90.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.52% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $6,957 | $5,298+31.3% | $4,830+44.0% | $4,838+43.8% |
| Participant deferral / active EE | $17,996 | $7,751+132.2% | $7,353+144.7% | $6,342+183.8% |
| Admin fee / account holder | $4,713 | $12,556-62.5% | $10,800-56.4% | $12,312-61.7% |