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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 | $419,101 | $159,934+162.0% | $147,005+185.1% | $145,959+187.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $25,336 | $5,287+379.2% | $4,934+413.5% | $4,661+443.6% |
| Participant deferral / active EE | $18,760 | $8,427+122.6% | $8,070+132.5% | $6,689+180.5% |
| Admin fee / account holder | $997 | $15,053-93.4% | $13,006-92.3% | $13,398-92.6% |