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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 | $301,710 | $165,399+82.4% | $149,745+101.5% | $158,982+89.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.72% | 348.34%-317.6pp | 276.72%-246.0pp | 302.99%-272.3pp |
| Employer contribution / active EE | $11,550 | $5,105+126.3% | $4,646+148.6% | $4,763+142.5% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $2,010 | $10,811-81.4% | $9,312-78.4% | $11,252-82.1% |