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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 | $320,429 | $183,978+74.2% | $162,171+97.6% | $152,885+109.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.65% | 150.78%-126.1pp | 115.60%-91.0pp | 345.39%-320.7pp |
| Employer contribution / active EE | $12,384 | $6,370+94.4% | $5,613+120.6% | $4,763+160.0% |
| Participant deferral / active EE | $15,836 | $8,033+97.1% | $7,297+117.0% | $5,851+170.7% |
| Admin fee / account holder | $23,228 | $13,122+77.0% | $10,843+114.2% | $11,598+100.3% |