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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 | $585,221 | $176,077+232.4% | $159,455+267.0% | $167,518+249.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.14% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $8,333 | $5,298+57.3% | $4,830+72.5% | $4,838+72.2% |
| Participant deferral / active EE | $11,259 | $7,751+45.3% | $7,353+53.1% | $6,342+77.5% |
| Admin fee / account holder | $3,231 | $12,556-74.3% | $10,800-70.1% | $12,312-73.8% |