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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 | $280,267 | $226,135+23.9% | $182,558+53.5% | $152,909+83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.67% | 192.60%-172.9pp | 148.59%-128.9pp | 345.46%-325.8pp |
| Employer contribution / active EE | $14,759 | $4,979+196.4% | $4,076+262.1% | $4,764+209.8% |
| Participant deferral / active EE | $11,969 | $6,371+87.9% | $5,526+116.6% | $5,851+104.6% |
| Admin fee / account holder | $30,000 | $10,707+180.2% | $8,594+249.1% | $11,601+158.6% |