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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 | $420,358 | $202,342+107.7% | $172,753+143.3% | $152,909+174.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.73% | 1029.88%-1011.1pp | 803.00%-784.3pp | 345.46%-326.7pp |
| Employer contribution / active EE | $11,963 | $5,857+104.2% | $5,144+132.6% | $4,764+151.1% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $12,247 | $17,112-28.4% | $13,956-12.2% | $11,601+5.6% |