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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 | $264,835 | $176,077+50.4% | $159,455+66.1% | $167,518+58.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.22% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $15,822 | $5,298+198.6% | $4,830+227.6% | $4,838+227.0% |
| Participant deferral / active EE | $9,350 | $7,751+20.6% | $7,353+27.2% | $6,342+47.4% |
| Admin fee / account holder | $13,265 | $12,556+5.6% | $10,800+22.8% | $12,312+7.7% |