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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 | $280,549 | $160,028+75.3% | $147,080+90.7% | $145,884+92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.40% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $22,198 | $5,286+320.0% | $4,933+350.0% | $4,662+376.1% |
| Participant deferral / active EE | $22,345 | $8,422+165.3% | $8,066+177.0% | $6,690+234.0% |
| Admin fee / account holder | $1,871 | $15,030-87.5% | $12,989-85.6% | $13,392-86.0% |