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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 | $382,071 | $160,070+138.7% | $147,117+159.7% | $145,897+161.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $21,682 | $5,285+310.3% | $4,932+339.6% | $4,663+365.0% |
| Participant deferral / active EE | $12,305 | $8,419+46.2% | $8,065+52.6% | $6,689+84.0% |
| Admin fee / account holder | $1,648 | $15,035-89.0% | $12,993-87.3% | $13,390-87.7% |