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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 | $273,152 | $160,070+70.6% | $147,117+85.7% | $145,897+87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $27,931 | $5,285+428.5% | $4,932+466.3% | $4,663+499.0% |
| Participant deferral / active EE | $30,923 | $8,419+267.3% | $8,065+283.4% | $6,689+362.3% |
| Admin fee / account holder | $24,878 | $15,035+65.5% | $12,993+91.5% | $13,390+85.8% |