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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 | $311,808 | $177,353+75.8% | $158,226+97.1% | $198,609+57.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 13.52% | 599.50%-586.0pp | 501.41%-487.9pp | 202.70%-189.2pp |
| Employer contribution / active EE | $19,775 | $3,239+510.6% | $2,986+562.4% | $5,055+291.2% |
| Participant deferral / active EE | $8,036 | $4,615+74.1% | $4,317+86.1% | $6,977+15.2% |
| Admin fee / account holder | $1,433 | $10,960-86.9% | $10,217-86.0% | $19,030-92.5% |