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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 | $160,040+184.3% | $147,096+209.3% | $145,877+211.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $22,446 | $5,289+324.3% | $4,936+354.7% | $4,663+381.4% |
| Participant deferral / active EE | $15,556 | $8,429+84.6% | $8,071+92.7% | $6,691+132.5% |
| Admin fee / account holder | $1,372 | $15,050-90.9% | $13,005-89.4% | $13,402-89.8% |