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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 | $289,836 | $160,070+81.1% | $147,117+97.0% | $145,897+98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.18% | 98.69%-74.5pp | 420.54%-396.4pp | 552.29%-528.1pp |
| Employer contribution / active EE | $10,739 | $5,285+103.2% | $4,932+117.7% | $4,663+130.3% |
| Participant deferral / active EE | $11,173 | $8,419+32.7% | $8,065+38.5% | $6,689+67.0% |
| Admin fee / account holder | $4,168 | $15,035-72.3% | $12,993-67.9% | $13,390-68.9% |