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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 | $338,442 | $138,076+145.1% | $123,553+173.9% | $135,380+150.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 141.55% | 153.70%-12.2pp | 119.21%+22.3pp | 519.81%-378.3pp |
| Employer contribution / active EE | $13,900 | $5,152+169.8% | $4,628+200.3% | $4,779+190.9% |
| Participant deferral / active EE | $4,900 | $6,800-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $1,694 | $10,917-84.5% | $9,284-81.8% | $10,828-84.4% |