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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 | $273,560 | $160,040+70.9% | $147,096+86.0% | $145,877+87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $43,500 | $5,289+722.4% | $4,936+781.3% | $4,663+832.9% |
| Participant deferral / active EE | $22,950 | $8,429+172.3% | $8,071+184.3% | $6,691+243.0% |
| Admin fee / account holder | $3,877 | $15,050-74.2% | $13,005-70.2% | $13,402-71.1% |