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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 | $389,660 | $165,399+135.6% | $149,745+160.2% | $158,982+145.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 944.98% | 348.34%+596.6pp | 276.72%+668.3pp | 302.99%+642.0pp |
| Employer contribution / active EE | $9,620 | $5,105+88.5% | $4,646+107.1% | $4,763+102.0% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $1,447 | $10,811-86.6% | $9,312-84.5% | $11,252-87.1% |