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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 | $294,862 | $160,070+84.2% | $147,117+100.4% | $145,897+102.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $17,847 | $5,285+237.7% | $4,932+261.8% | $4,663+282.8% |
| Participant deferral / active EE | $10,167 | $8,419+20.8% | $8,065+26.1% | $6,689+52.0% |
| Admin fee / account holder | $2,638 | $15,035-82.5% | $12,993-79.7% | $13,390-80.3% |