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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 | $175,231+90.3% | $149,696+122.8% | $139,466+139.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 16.52% | 166.77%-150.3pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $11,781 | $5,478+115.1% | $4,821+144.4% | $4,754+147.8% |
| Participant deferral / active EE | $17,408 | $6,521+166.9% | $5,682+206.4% | $6,712+159.4% |
| Admin fee / account holder | $20,364 | $16,155+26.1% | $13,212+54.1% | $11,409+78.5% |