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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 | $335,850 | $160,040+109.9% | $147,096+128.3% | $145,877+130.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $18,904 | $5,289+257.4% | $4,936+283.0% | $4,663+305.4% |
| Participant deferral / active EE | $8,758 | $8,429+3.9% | $8,071+8.5% | $6,691+30.9% |
| Admin fee / account holder | $27,277 | $15,050+81.2% | $13,005+109.7% | $13,402+103.5% |