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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 | $386,101 | $176,105+119.2% | $159,474+142.1% | $167,536+130.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.67% | 331.91%-312.2pp | 263.68%-244.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $30,717 | $5,299+479.7% | $4,831+535.9% | $4,839+534.8% |
| Participant deferral / active EE | $17,505 | $7,751+125.8% | $7,353+138.1% | $6,342+176.0% |
| Admin fee / account holder | $1,429 | $12,559-88.6% | $10,802-86.8% | $12,315-88.4% |