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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 | $322,810 | $226,135+42.8% | $182,558+76.8% | $152,909+111.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.43% | 192.60%-166.2pp | 148.59%-122.2pp | 345.46%-319.0pp |
| Employer contribution / active EE | $5,988 | $4,979+20.3% | $4,076+46.9% | $4,764+25.7% |
| Participant deferral / active EE | $13,222 | $6,371+107.6% | $5,526+139.3% | $5,851+126.0% |
| Admin fee / account holder | $5,670 | $10,707-47.0% | $8,594-34.0% | $11,601-51.1% |