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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 | $356,768 | $183,968+93.9% | $162,166+120.0% | $152,870+133.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.23% | 150.77%-130.5pp | 115.59%-95.4pp | 345.34%-325.1pp |
| Employer contribution / active EE | $21,000 | $6,371+229.6% | $5,614+274.1% | $4,763+340.9% |
| Participant deferral / active EE | $13,880 | $8,034+72.8% | $7,298+90.2% | $5,850+137.2% |
| Admin fee / account holder | $4,595 | $13,121-65.0% | $10,842-57.6% | $11,597-60.4% |