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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 | $371,830 | $175,259+112.2% | $149,723+148.3% | $139,487+166.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.44% | 166.82%-145.4pp | 134.50%-113.1pp | 373.84%-352.4pp |
| Employer contribution / active EE | $18,264 | $5,478+233.4% | $4,821+278.8% | $4,755+284.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,779 | $16,158+3.8% | $13,215+27.0% | $11,407+47.1% |