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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 | $301,669 | $234,190+28.8% | $180,320+67.3% | $198,609+51.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 14.64% | 1057.44%-1042.8pp | 778.54%-763.9pp | 202.70%-188.1pp |
| Employer contribution / active EE | $12,763 | $5,258+142.7% | $4,108+210.7% | $5,055+152.5% |
| Participant deferral / active EE | $6,640 | $4,988+33.1% | $4,304+54.3% | $6,977-4.8% |
| Admin fee / account holder | $16,107 | $12,558+28.3% | $10,000+61.1% | $19,030-15.4% |