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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 | $327,609 | $160,040+104.7% | $147,096+122.7% | $145,877+124.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $13,135 | $5,289+148.3% | $4,936+166.1% | $4,663+181.7% |
| Participant deferral / active EE | $6,690 | $8,429-20.6% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $7,828 | $15,050-48.0% | $13,005-39.8% | $13,402-41.6% |