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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 | $367,865 | $226,090+62.7% | $182,531+101.5% | $152,885+140.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.16% | 192.57%-176.4pp | 148.57%-132.4pp | 345.39%-329.2pp |
| Employer contribution / active EE | $35,406 | $4,978+611.3% | $4,075+768.8% | $4,763+643.3% |
| Participant deferral / active EE | $20,594 | $6,369+223.3% | $5,525+272.7% | $5,851+252.0% |
| Admin fee / account holder | $2,267 | $10,705-78.8% | $8,593-73.6% | $11,598-80.5% |