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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 | $545,160 | $160,028+240.7% | $147,080+270.7% | $145,884+273.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $35,915 | $5,286+579.5% | $4,933+628.0% | $4,662+670.3% |
| Participant deferral / active EE | $26,894 | $8,422+219.3% | $8,066+233.4% | $6,690+302.0% |
| Admin fee / account holder | $23,503 | $15,030+56.4% | $12,989+81.0% | $13,392+75.5% |