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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 | $324,173 | $175,259+85.0% | $149,723+116.5% | $139,487+132.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $37,983 | $5,478+593.3% | $4,821+687.8% | $4,755+698.9% |
| Participant deferral / active EE | $15,005 | $6,522+130.1% | $5,682+164.1% | $6,713+123.5% |
| Admin fee / account holder | $40,285 | $16,158+149.3% | $13,215+204.8% | $11,407+253.1% |