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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 | $383,139 | $183,978+108.3% | $162,171+136.3% | $152,885+150.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.63% | 150.78%-135.2pp | 115.60%-100.0pp | 345.39%-329.8pp |
| Employer contribution / active EE | $31,764 | $6,370+398.7% | $5,613+465.9% | $4,763+566.9% |
| Participant deferral / active EE | $26,259 | $8,033+226.9% | $7,297+259.9% | $5,851+348.8% |
| Admin fee / account holder | $41,705 | $13,122+217.8% | $10,843+284.6% | $11,598+259.6% |