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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 | $272,782 | $160,028+70.5% | $147,080+85.5% | $145,884+87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $15,264 | $5,286+188.8% | $4,933+209.4% | $4,662+227.4% |
| Participant deferral / active EE | $8,473 | $8,422+0.6% | $8,066+5.0% | $6,690+26.7% |
| Admin fee / account holder | $125,958 | $15,030+738.0% | $12,989+869.7% | $13,392+840.6% |