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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 | $254,665 | $184,000+38.4% | $162,185+57.0% | $152,909+66.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.59% | 150.80%-120.2pp | 115.61%-85.0pp | 345.46%-314.9pp |
| Employer contribution / active EE | $29,680 | $6,370+365.9% | $5,613+428.8% | $4,764+523.0% |
| Participant deferral / active EE | $17,069 | $8,033+112.5% | $7,297+133.9% | $5,851+191.7% |
| Admin fee / account holder | $18,468 | $13,124+40.7% | $10,844+70.3% | $11,601+59.2% |