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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 | $331,430 | $175,259+89.1% | $149,723+121.4% | $139,487+137.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.31% | 166.82%-147.5pp | 134.50%-115.2pp | 373.84%-354.5pp |
| Employer contribution / active EE | $42,695 | $5,478+679.3% | $4,821+785.5% | $4,755+798.0% |
| Participant deferral / active EE | $22,677 | $6,522+247.7% | $5,682+299.1% | $6,713+237.8% |
| Admin fee / account holder | $24,682 | $16,158+52.8% | $13,215+86.8% | $11,407+116.4% |