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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 | $364,166 | $160,070+127.5% | $147,117+147.5% | $145,897+149.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $20,389 | $5,285+285.8% | $4,932+313.4% | $4,663+337.3% |
| Participant deferral / active EE | $13,193 | $8,419+56.7% | $8,065+63.6% | $6,689+97.2% |
| Admin fee / account holder | $684 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |