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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 | $386,124 | $176,077+119.3% | $159,455+142.2% | $167,518+130.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 161.57% | 331.83%-170.3pp | 263.63%-102.1pp | 478.71%-317.1pp |
| Employer contribution / active EE | $14,709 | $5,298+177.6% | $4,830+204.5% | $4,838+204.0% |
| Participant deferral / active EE | $5,820 | $7,751-24.9% | $7,353-20.8% | $6,342-8.2% |
| Admin fee / account holder | $10,037 | $12,556-20.1% | $10,800-7.1% | $12,312-18.5% |