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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 | $284,215 | $166,131+71.1% | $164,975+72.3% | $145,877+94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.81% | 100.37%-84.6pp | 70.12%-54.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $18,985 | $5,276+259.9% | $4,343+337.2% | $4,663+307.2% |
| Participant deferral / active EE | $13,220 | $6,962+89.9% | $6,033+119.1% | $6,691+97.6% |
| Admin fee / account holder | $19,006 | $16,648+14.2% | $12,688+49.8% | $13,402+41.8% |