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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 | $333,537 | $175,259+90.3% | $149,723+122.8% | $139,487+139.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 16.52% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $11,781 | $5,478+115.1% | $4,821+144.4% | $4,755+147.8% |
| Participant deferral / active EE | $17,408 | $6,522+166.9% | $5,682+206.4% | $6,713+159.3% |
| Admin fee / account holder | $20,364 | $16,158+26.0% | $13,215+54.1% | $11,407+78.5% |