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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 | $268,782 | $160,028+68.0% | $147,080+82.7% | $145,884+84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.60%-81.5pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $12,185 | $5,286+130.5% | $4,933+147.0% | $4,662+161.3% |
| Participant deferral / active EE | $22,650 | $8,422+168.9% | $8,066+180.8% | $6,690+238.6% |
| Admin fee / account holder | $1,509 | $15,030-90.0% | $12,989-88.4% | $13,392-88.7% |