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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 | $374,110 | $175,231+113.5% | $149,696+149.9% | $139,466+168.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.91% | 166.77%-146.9pp | 134.46%-114.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $14,224 | $5,478+159.7% | $4,821+195.1% | $4,754+199.2% |
| Participant deferral / active EE | $16,523 | $6,521+153.4% | $5,682+190.8% | $6,712+146.2% |
| Admin fee / account holder | $598,117 | $16,155+3602.4% | $13,212+4427.1% | $11,409+5142.7% |