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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 | $372,687 | $175,257+112.7% | $149,717+148.9% | $139,456+167.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.10% | 166.70%-147.6pp | 134.41%-115.3pp | 373.45%-354.4pp |
| Employer contribution / active EE | $23,029 | $5,477+320.5% | $4,820+377.8% | $4,753+384.5% |
| Participant deferral / active EE | $14,411 | $6,521+121.0% | $5,682+153.6% | $6,711+114.7% |
| Admin fee / account holder | $16,523 | $16,156+2.3% | $13,213+25.1% | $11,407+44.8% |