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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 | $160,070+161.8% | $147,117+184.9% | $145,897+187.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $25,336 | $5,285+379.4% | $4,932+413.7% | $4,663+443.4% |
| Participant deferral / active EE | $18,760 | $8,419+122.8% | $8,065+132.6% | $6,689+180.4% |
| Admin fee / account holder | $997 | $15,035-93.4% | $12,993-92.3% | $13,390-92.6% |