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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 | $341,849 | $138,076+147.6% | $123,553+176.7% | $135,380+152.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 60.84% | 153.70%-92.9pp | 119.21%-58.4pp | 519.81%-459.0pp |
| Employer contribution / active EE | $22,737 | $5,152+341.3% | $4,628+391.3% | $4,779+375.8% |
| Participant deferral / active EE | $8,663 | $6,800+27.4% | $6,426+34.8% | $5,609+54.4% |
| Admin fee / account holder | $44,268 | $10,917+305.5% | $9,284+376.8% | $10,828+308.8% |