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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 | $294,502 | $160,070+84.0% | $147,117+100.2% | $145,897+101.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 98.69%-79.3pp | 420.54%-401.2pp | 552.29%-532.9pp |
| Employer contribution / active EE | $16,488 | $5,285+212.0% | $4,932+234.3% | $4,663+253.6% |
| Participant deferral / active EE | $19,156 | $8,419+127.5% | $8,065+137.5% | $6,689+186.4% |
| Admin fee / account holder | $57,178 | $15,035+280.3% | $12,993+340.1% | $13,390+327.0% |