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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 | $184,000+93.9% | $162,185+120.0% | $152,909+133.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.23% | 150.80%-130.6pp | 115.61%-95.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $21,000 | $6,370+229.7% | $5,613+274.1% | $4,764+340.8% |
| Participant deferral / active EE | $13,880 | $8,033+72.8% | $7,297+90.2% | $5,851+137.2% |
| Admin fee / account holder | $4,595 | $13,124-65.0% | $10,844-57.6% | $11,601-60.4% |