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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 | $339,958 | $289,211+17.5% | $260,467+30.5% | $198,609+71.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 10.38% | 112.90%-102.5pp | 100.60%-90.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $23,241 | $4,663+398.4% | $4,239+448.3% | $5,055+359.7% |
| Participant deferral / active EE | $20,052 | $6,812+194.3% | $6,319+217.3% | $6,977+187.4% |
| Admin fee / account holder | $255,282 | $16,236+1472.3% | $15,461+1551.1% | $19,030+1241.4% |