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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 | $460,672 | $183,978+150.4% | $162,171+184.1% | $152,885+201.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.68% | 150.78%-128.1pp | 115.60%-92.9pp | 345.39%-322.7pp |
| Employer contribution / active EE | $11,437 | $6,370+79.6% | $5,613+103.8% | $4,763+140.1% |
| Participant deferral / active EE | $11,402 | $8,033+41.9% | $7,297+56.3% | $5,851+94.9% |
| Admin fee / account holder | $30,265 | $13,122+130.6% | $10,843+179.1% | $11,598+160.9% |