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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 | $313,995 | $176,077+78.3% | $159,455+96.9% | $167,518+87.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.96% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $11,945 | $5,298+125.5% | $4,830+147.3% | $4,838+146.9% |
| Participant deferral / active EE | $6,643 | $7,751-14.3% | $7,353-9.6% | $6,342+4.8% |
| Admin fee / account holder | $15,677 | $12,556+24.8% | $10,800+45.1% | $12,312+27.3% |