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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 | $263,441 | $202,440+30.1% | $169,390+55.5% | $139,466+88.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.94% | 532.36%-511.4pp | 406.07%-385.1pp | 373.66%-352.7pp |
| Employer contribution / active EE | $19,800 | $4,693+321.9% | $4,013+393.5% | $4,754+316.5% |
| Participant deferral / active EE | $22,500 | $6,940+224.2% | $6,222+261.6% | $6,712+235.2% |
| Admin fee / account holder | $1,852 | $10,722-82.7% | $9,015-79.5% | $11,409-83.8% |