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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 | $306,142 | $160,040+91.3% | $147,096+108.1% | $145,877+109.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.42% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $20,821 | $5,289+293.6% | $4,936+321.8% | $4,663+346.5% |
| Participant deferral / active EE | $15,182 | $8,429+80.1% | $8,071+88.1% | $6,691+126.9% |
| Admin fee / account holder | $1,113 | $15,050-92.6% | $13,005-91.4% | $13,402-91.7% |