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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 | $284,575 | $176,077+61.6% | $159,455+78.5% | $167,518+69.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.69% | 331.83%-313.1pp | 263.63%-244.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $2,753 | $5,298-48.0% | $4,830-43.0% | $4,838-43.1% |
| Participant deferral / active EE | $22,950 | $7,751+196.1% | $7,353+212.1% | $6,342+261.9% |
| Admin fee / account holder | $2,311 | $12,556-81.6% | $10,800-78.6% | $12,312-81.2% |