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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 | $291,834 | $160,070+82.3% | $147,117+98.4% | $145,897+100.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,819 | $5,285+104.7% | $4,932+119.3% | $4,663+132.0% |
| Participant deferral / active EE | $15,073 | $8,419+79.0% | $8,065+86.9% | $6,689+125.3% |
| Admin fee / account holder | $1,359 | $15,035-91.0% | $12,993-89.5% | $13,390-89.9% |