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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 | $354,571 | $173,526+104.3% | $136,072+160.6% | $145,884+143.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 19.13% | 1167.12%-1148.0pp | 580.46%-561.3pp | 551.85%-532.7pp |
| Employer contribution / active EE | $6,371 | $5,285+20.5% | $4,216+51.1% | $4,662+36.6% |
| Participant deferral / active EE | $30,500 | $8,711+250.1% | $7,028+334.0% | $6,690+355.9% |
| Admin fee / account holder | $1,550 | $9,665-84.0% | $6,718-76.9% | $13,392-88.4% |