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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 | $358,787 | $166,131+116.0% | $164,975+117.5% | $145,877+146.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.17% | 100.37%-87.2pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $20,203 | $5,276+283.0% | $4,343+365.2% | $4,663+333.3% |
| Participant deferral / active EE | $10,751 | $6,962+54.4% | $6,033+78.2% | $6,691+60.7% |
| Admin fee / account holder | $1,426 | $16,648-91.4% | $12,688-88.8% | $13,402-89.4% |