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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 | $268,061 | $160,070+67.5% | $147,117+82.2% | $145,897+83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 323.78% | 98.69%+225.1pp | 420.54%-96.8pp | 552.29%-228.5pp |
| Employer contribution / active EE | $34,635 | $5,285+555.4% | $4,932+602.2% | $4,663+642.8% |
| Participant deferral / active EE | $18,633 | $8,419+121.3% | $8,065+131.0% | $6,689+178.5% |
| Admin fee / account holder | $60,175 | $15,035+300.2% | $12,993+363.1% | $13,390+349.4% |