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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 | $409,026 | $217,427+88.1% | $185,837+120.1% | $167,518+144.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 48.32% | 148.39%-100.1pp | 122.08%-73.8pp | 478.71%-430.4pp |
| Employer contribution / active EE | $38,304 | $5,874+552.1% | $5,168+641.2% | $4,838+691.6% |
| Participant deferral / active EE | $20,215 | $6,357+218.0% | $5,568+263.0% | $6,342+218.7% |
| Admin fee / account holder | $3,454 | $19,816-82.6% | $16,241-78.7% | $12,312-71.9% |