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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 | $303,851 | $175,259+73.4% | $149,723+102.9% | $139,487+117.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.88% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $19,800 | $5,478+261.4% | $4,821+310.7% | $4,755+316.4% |
| Participant deferral / active EE | $22,500 | $6,522+245.0% | $5,682+296.0% | $6,713+235.2% |
| Admin fee / account holder | $2,220 | $16,158-86.3% | $13,215-83.2% | $11,407-80.5% |