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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 | $378,110 | $226,090+67.2% | $182,531+107.1% | $152,885+147.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.36% | 192.57%-170.2pp | 148.57%-126.2pp | 345.39%-323.0pp |
| Employer contribution / active EE | $12,000 | $4,978+141.1% | $4,075+194.4% | $4,763+151.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,492 | $10,705-11.3% | $8,593+10.5% | $11,598-18.2% |