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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 | $309,086 | $160,040+93.1% | $147,096+110.1% | $145,877+111.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $19,291 | $5,289+264.7% | $4,936+290.8% | $4,663+313.7% |
| Participant deferral / active EE | $12,646 | $8,429+50.0% | $8,071+56.7% | $6,691+89.0% |
| Admin fee / account holder | $3,785 | $15,050-74.9% | $13,005-70.9% | $13,402-71.8% |