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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 | $328,081 | $160,070+105.0% | $147,117+123.0% | $145,897+124.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.94% | 98.69%-77.7pp | 420.54%-399.6pp | 552.29%-531.3pp |
| Employer contribution / active EE | $12,375 | $5,285+134.2% | $4,932+150.9% | $4,663+165.4% |
| Participant deferral / active EE | $11,903 | $8,419+41.4% | $8,065+47.6% | $6,689+77.9% |
| Admin fee / account holder | $2,617 | $15,035-82.6% | $12,993-79.9% | $13,390-80.5% |