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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 | $439,873 | $183,978+139.1% | $162,171+171.2% | $152,885+187.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 88.40% | 150.78%-62.4pp | 115.60%-27.2pp | 345.39%-257.0pp |
| Employer contribution / active EE | $20,240 | $6,370+217.7% | $5,613+260.6% | $4,763+324.9% |
| Participant deferral / active EE | $18,912 | $8,033+135.4% | $7,297+159.2% | $5,851+223.2% |
| Admin fee / account holder | $2,998 | $13,122-77.2% | $10,843-72.3% | $11,598-74.1% |