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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 | $301,791 | $176,105+71.4% | $159,474+89.2% | $167,536+80.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.31% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $21,512 | $5,299+306.0% | $4,831+345.3% | $4,839+344.5% |
| Participant deferral / active EE | $12,466 | $7,751+60.8% | $7,353+69.5% | $6,342+96.6% |
| Admin fee / account holder | $841 | $12,559-93.3% | $10,802-92.2% | $12,315-93.2% |