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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 | $331,020 | $176,077+88.0% | $159,455+107.6% | $167,518+97.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.05% | 331.83%-313.8pp | 263.63%-245.6pp | 478.71%-460.7pp |
| Employer contribution / active EE | $12,279 | $5,298+131.8% | $4,830+154.2% | $4,838+153.8% |
| Participant deferral / active EE | $10,135 | $7,751+30.8% | $7,353+37.8% | $6,342+59.8% |
| Admin fee / account holder | $16,264 | $12,556+29.5% | $10,800+50.6% | $12,312+32.1% |