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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 | $424,616 | $160,040+165.3% | $147,096+188.7% | $145,877+191.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $23,703 | $5,289+348.1% | $4,936+380.2% | $4,663+408.3% |
| Participant deferral / active EE | $22,261 | $8,429+164.1% | $8,071+175.8% | $6,691+232.7% |
| Admin fee / account holder | $2,150 | $15,050-85.7% | $13,005-83.5% | $13,402-84.0% |