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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 | $340,639 | $209,422+62.7% | $178,503+90.8% | $158,982+114.3% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 7.32% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $13,760 | $5,707+141.1% | $5,011+174.6% | $4,763+188.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36,742 | $17,079+115.1% | $13,987+162.7% | $11,252+226.6% |