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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 | $302,286 | $156,970+92.6% | $121,210+149.4% | $139,487+116.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 1477.10%-1463.4pp | 987.41%-973.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $31,995 | $5,546+476.9% | $4,171+667.1% | $4,755+572.9% |
| Participant deferral / active EE | $6,472 | $4,849+33.5% | $4,084+58.5% | $6,713-3.6% |
| Admin fee / account holder | $2,524 | $6,947-63.7% | $5,647-55.3% | $11,407-77.9% |