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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 | $307,144 | $148,623+106.7% | $135,974+125.9% | $139,466+120.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.66% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $24,311 | $5,246+363.4% | $4,859+400.3% | $4,754+411.4% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $2,979 | $12,406-76.0% | $10,767-72.3% | $11,409-73.9% |