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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 | $358,200 | $165,381+116.6% | $149,730+139.2% | $158,966+125.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 66.82% | 348.29%-281.5pp | 276.70%-209.9pp | 302.95%-236.1pp |
| Employer contribution / active EE | $18,357 | $5,104+259.6% | $4,645+295.2% | $4,762+285.5% |
| Participant deferral / active EE | $12,215 | $7,182+70.1% | $6,843+78.5% | $5,983+104.2% |
| Admin fee / account holder | $60,000 | $10,809+455.1% | $9,310+544.4% | $11,250+433.3% |