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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 | $339,269 | $165,381+105.1% | $149,730+126.6% | $158,966+113.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.96% | 348.29%-317.3pp | 276.70%-245.7pp | 302.95%-272.0pp |
| Employer contribution / active EE | $15,471 | $5,104+203.1% | $4,645+233.1% | $4,762+224.9% |
| Participant deferral / active EE | $9,932 | $7,182+38.3% | $6,843+45.1% | $5,983+66.0% |
| Admin fee / account holder | $6,363 | $10,809-41.1% | $9,310-31.7% | $11,250-43.4% |