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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 | $304,730 | $176,077+73.1% | $159,455+91.1% | $167,518+81.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 40.30% | 331.83%-291.5pp | 263.63%-223.3pp | 478.71%-438.4pp |
| Employer contribution / active EE | $4,273 | $5,298-19.3% | $4,830-11.5% | $4,838-11.7% |
| Participant deferral / active EE | $9,250 | $7,751+19.3% | $7,353+25.8% | $6,342+45.9% |
| Admin fee / account holder | $136,857 | $12,556+989.9% | $10,800+1167.1% | $12,312+1011.5% |