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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 | $286,883 | $160,059+79.2% | $140,019+104.9% | $135,380+111.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 15.82% | 911.48%-895.7pp | 651.17%-635.4pp | 519.81%-504.0pp |
| Employer contribution / active EE | $16,356 | $6,420+154.8% | $5,605+191.8% | $4,779+242.3% |
| Participant deferral / active EE | $12,610 | $7,641+65.0% | $6,927+82.0% | $5,609+124.8% |
| Admin fee / account holder | $5,045 | $13,328-62.1% | $10,705-52.9% | $10,828-53.4% |