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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 | $315,255 | $175,231+79.9% | $149,696+110.6% | $139,466+126.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.81% | 166.77%-155.0pp | 134.46%-122.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $12,738 | $5,478+132.5% | $4,821+164.2% | $4,754+167.9% |
| Participant deferral / active EE | $7,638 | $6,521+17.1% | $5,682+34.4% | $6,712+13.8% |
| Admin fee / account holder | $33,343 | $16,155+106.4% | $13,212+152.4% | $11,409+192.3% |