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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 | $298,687 | $160,040+86.6% | $147,096+103.1% | $145,877+104.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $36,164 | $5,289+583.7% | $4,936+632.7% | $4,663+675.6% |
| Participant deferral / active EE | $23,472 | $8,429+178.5% | $8,071+190.8% | $6,691+250.8% |
| Admin fee / account holder | $126,822 | $15,050+742.7% | $13,005+875.2% | $13,402+846.3% |