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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 | $312,391 | $160,028+95.2% | $147,080+112.4% | $145,884+114.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.69% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $11,768 | $5,286+122.6% | $4,933+138.5% | $4,662+152.4% |
| Participant deferral / active EE | $12,398 | $8,422+47.2% | $8,066+53.7% | $6,690+85.3% |
| Admin fee / account holder | $50,218 | $15,030+234.1% | $12,989+286.6% | $13,392+275.0% |