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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 | $312,954 | $202,342+54.7% | $172,752+81.2% | $152,897+104.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.39% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $13,805 | $5,858+135.7% | $5,144+168.4% | $4,764+189.8% |
| Participant deferral / active EE | $8,543 | $5,948+43.6% | $5,198+64.4% | $5,851+46.0% |
| Admin fee / account holder | $128,291 | $17,111+649.8% | $13,955+819.3% | $11,599+1006.0% |