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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 | $341,333 | $183,968+85.5% | $162,166+110.5% | $152,870+123.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.26% | 150.77%-130.5pp | 115.59%-95.3pp | 345.34%-325.1pp |
| Employer contribution / active EE | $7,409 | $6,371+16.3% | $5,614+32.0% | $4,763+55.6% |
| Participant deferral / active EE | $13,567 | $8,034+68.9% | $7,298+85.9% | $5,850+131.9% |
| Admin fee / account holder | $58,850 | $13,121+348.5% | $10,842+442.8% | $11,597+407.5% |