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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 | $434,431 | $160,040+171.5% | $147,096+195.3% | $145,877+197.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.32% | 98.49%-78.2pp | 419.75%-399.4pp | 551.28%-531.0pp |
| Employer contribution / active EE | $33,474 | $5,289+532.9% | $4,936+578.2% | $4,663+617.9% |
| Participant deferral / active EE | $15,693 | $8,429+86.2% | $8,071+94.4% | $6,691+134.5% |
| Admin fee / account holder | $1,322 | $15,050-91.2% | $13,005-89.8% | $13,402-90.1% |