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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 | $366,522 | $159,978+129.1% | $147,041+149.3% | $145,978+151.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.14% | 98.36%-78.2pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $16,320 | $5,288+208.6% | $4,935+230.7% | $4,662+250.1% |
| Participant deferral / active EE | $29,800 | $8,429+253.6% | $8,071+269.2% | $6,690+345.5% |
| Admin fee / account holder | $2,262 | $15,053-85.0% | $13,006-82.6% | $13,400-83.1% |