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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 | $326,019 | $160,040+103.7% | $147,096+121.6% | $145,877+123.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.99% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $20,174 | $5,289+281.4% | $4,936+308.7% | $4,663+332.6% |
| Participant deferral / active EE | $13,267 | $8,429+57.4% | $8,071+64.4% | $6,691+98.3% |
| Admin fee / account holder | $2,814 | $15,050-81.3% | $13,005-78.4% | $13,402-79.0% |