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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 | $401,937 | $159,978+151.2% | $147,041+173.4% | $145,978+175.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.36%-82.4pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $22,387 | $5,288+323.3% | $4,935+353.6% | $4,662+380.2% |
| Participant deferral / active EE | $16,743 | $8,429+98.6% | $8,071+107.4% | $6,690+150.3% |
| Admin fee / account holder | $1,760 | $15,053-88.3% | $13,006-86.5% | $13,400-86.9% |