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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 | $176,077+119.3% | $159,455+142.1% | $167,518+130.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.67% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.0pp |
| Employer contribution / active EE | $30,717 | $5,298+479.8% | $4,830+535.9% | $4,838+534.9% |
| Participant deferral / active EE | $17,505 | $7,751+125.8% | $7,353+138.1% | $6,342+176.0% |
| Admin fee / account holder | $1,429 | $12,556-88.6% | $10,800-86.8% | $12,312-88.4% |