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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 | $356,728 | $198,462+79.7% | $170,439+109.3% | $147,585+141.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.53% | 257.30%-237.8pp | 205.94%-186.4pp | 578.58%-559.0pp |
| Employer contribution / active EE | $18,608 | $6,184+200.9% | $5,433+242.5% | $4,876+281.6% |
| Participant deferral / active EE | $11,723 | $5,629+108.2% | $4,939+137.3% | $5,439+115.5% |
| Admin fee / account holder | $36,454 | $16,852+116.3% | $13,881+162.6% | $10,886+234.9% |