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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 | $271,792 | $176,077+54.4% | $159,455+70.5% | $167,518+62.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.48% | 331.83%-311.4pp | 263.63%-243.1pp | 478.71%-458.2pp |
| Employer contribution / active EE | $20,301 | $5,298+283.2% | $4,830+320.3% | $4,838+319.6% |
| Participant deferral / active EE | $14,346 | $7,751+85.1% | $7,353+95.1% | $6,342+126.2% |
| Admin fee / account holder | $1,359 | $12,556-89.2% | $10,800-87.4% | $12,312-89.0% |