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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 | $290,994 | $160,040+81.8% | $147,096+97.8% | $145,877+99.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $13,963 | $5,289+164.0% | $4,936+182.9% | $4,663+199.4% |
| Participant deferral / active EE | $13,460 | $8,429+59.7% | $8,071+66.8% | $6,691+101.2% |
| Admin fee / account holder | $2,855 | $15,050-81.0% | $13,005-78.0% | $13,402-78.7% |