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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 | $324,700 | $160,040+102.9% | $147,096+120.7% | $145,877+122.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.41% | 98.49%-77.1pp | 419.75%-398.3pp | 551.28%-529.9pp |
| Employer contribution / active EE | $9,174 | $5,289+73.4% | $4,936+85.9% | $4,663+96.7% |
| Participant deferral / active EE | $17,850 | $8,429+111.8% | $8,071+121.2% | $6,691+166.8% |
| Admin fee / account holder | $2,610 | $15,050-82.7% | $13,005-79.9% | $13,402-80.5% |