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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 | $330,170 | $176,105+87.5% | $159,474+107.0% | $167,536+97.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.49% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $18,584 | $5,299+250.7% | $4,831+284.7% | $4,839+284.0% |
| Participant deferral / active EE | $16,360 | $7,751+111.1% | $7,353+122.5% | $6,342+158.0% |
| Admin fee / account holder | $51,283 | $12,559+308.3% | $10,802+374.7% | $12,315+316.4% |