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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 | $274,696 | $160,028+71.7% | $147,080+86.8% | $145,884+88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.35% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $14,829 | $5,286+180.5% | $4,933+200.6% | $4,662+218.1% |
| Participant deferral / active EE | $10,924 | $8,422+29.7% | $8,066+35.4% | $6,690+63.3% |
| Admin fee / account holder | $1,222 | $15,030-91.9% | $12,989-90.6% | $13,392-90.9% |