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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 | $303,952 | $160,070+89.9% | $147,117+106.6% | $145,897+108.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $12,664 | $5,285+139.6% | $4,932+156.7% | $4,663+171.6% |
| Participant deferral / active EE | $24,209 | $8,419+187.5% | $8,065+200.2% | $6,689+261.9% |
| Admin fee / account holder | $1,108 | $15,035-92.6% | $12,993-91.5% | $13,390-91.7% |