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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 | $278,142 | $176,120+57.9% | $159,487+74.4% | $167,553+66.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 331.95%-320.9pp | 263.71%-252.6pp | 478.89%-467.8pp |
| Employer contribution / active EE | $22,215 | $5,299+319.2% | $4,831+359.8% | $4,840+359.0% |
| Participant deferral / active EE | $20,272 | $7,752+161.5% | $7,354+175.7% | $6,343+219.6% |
| Admin fee / account holder | $13,867 | $12,561+10.4% | $10,804+28.4% | $12,316+12.6% |