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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 | $454,970 | $160,070+184.2% | $147,117+209.3% | $145,897+211.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 98.69%-82.0pp | 420.54%-403.9pp | 552.29%-535.6pp |
| Employer contribution / active EE | $22,446 | $5,285+324.7% | $4,932+355.1% | $4,663+381.4% |
| Participant deferral / active EE | $15,556 | $8,419+84.8% | $8,065+92.9% | $6,689+132.6% |
| Admin fee / account holder | $1,372 | $15,035-90.9% | $12,993-89.4% | $13,390-89.8% |