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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 | $293,785 | $135,645+116.6% | $110,243+166.5% | $135,380+117.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.72% | 513.24%-498.5pp | 314.76%-300.0pp | 519.81%-505.1pp |
| Employer contribution / active EE | $19,529 | $4,907+298.0% | $3,827+410.3% | $4,779+308.7% |
| Participant deferral / active EE | $16,544 | $5,507+200.4% | $4,672+254.1% | $5,609+195.0% |
| Admin fee / account holder | $1,735 | $11,458-84.9% | $8,548-79.7% | $10,828-84.0% |