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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 | $407,337 | $177,353+129.7% | $158,226+157.4% | $198,609+105.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 22.74% | 599.50%-576.8pp | 501.41%-478.7pp | 202.70%-180.0pp |
| Employer contribution / active EE | $26,302 | $3,239+712.1% | $2,986+781.0% | $5,055+420.3% |
| Participant deferral / active EE | $15,684 | $4,615+239.8% | $4,317+263.3% | $6,977+124.8% |
| Admin fee / account holder | $1,896 | $10,960-82.7% | $10,217-81.4% | $19,030-90.0% |