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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 | $328,187 | $184,000+78.4% | $162,185+102.4% | $152,909+114.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.72% | 150.80%-135.1pp | 115.61%-99.9pp | 345.46%-329.7pp |
| Employer contribution / active EE | $17,059 | $6,370+167.8% | $5,613+203.9% | $4,764+258.1% |
| Participant deferral / active EE | $13,575 | $8,033+69.0% | $7,297+86.0% | $5,851+132.0% |
| Admin fee / account holder | $59,530 | $13,124+353.6% | $10,844+449.0% | $11,601+413.2% |