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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 | $311,617 | $176,077+77.0% | $159,455+95.4% | $167,518+86.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.74% | 331.83%-315.1pp | 263.63%-246.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $16,667 | $5,298+214.6% | $4,830+245.1% | $4,838+244.5% |
| Participant deferral / active EE | $12,873 | $7,751+66.1% | $7,353+75.1% | $6,342+103.0% |
| Admin fee / account holder | $1,345 | $12,556-89.3% | $10,800-87.5% | $12,312-89.1% |