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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 | $319,021 | $176,077+81.2% | $159,455+100.1% | $167,518+90.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.13% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $9,807 | $5,298+85.1% | $4,830+103.0% | $4,838+102.7% |
| Participant deferral / active EE | $5,027 | $7,751-35.1% | $7,353-31.6% | $6,342-20.7% |
| Admin fee / account holder | $7,280 | $12,556-42.0% | $10,800-32.6% | $12,312-40.9% |