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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 | $416,382 | $217,432+91.5% | $185,851+124.0% | $167,553+148.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.43% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $19,417 | $5,874+230.5% | $5,168+275.7% | $4,840+301.2% |
| Participant deferral / active EE | $6,717 | $6,357+5.7% | $5,569+20.6% | $6,343+5.9% |
| Admin fee / account holder | $12,857 | $19,820-35.1% | $16,245-20.9% | $12,316+4.4% |