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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 | $358,305 | $209,422+71.1% | $178,503+100.7% | $158,982+125.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.93% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $18,500 | $5,707+224.2% | $5,011+269.2% | $4,763+288.4% |
| Participant deferral / active EE | $4,520 | $5,955-24.1% | $5,202-13.1% | $5,983-24.5% |
| Admin fee / account holder | $47,928 | $17,079+180.6% | $13,987+242.7% | $11,252+326.0% |