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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 | $287,582 | $160,040+79.7% | $147,096+95.5% | $145,877+97.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.85% | 98.49%-74.6pp | 419.75%-395.9pp | 551.28%-527.4pp |
| Employer contribution / active EE | $27,128 | $5,289+412.9% | $4,936+449.6% | $4,663+481.8% |
| Participant deferral / active EE | $17,330 | $8,429+105.6% | $8,071+114.7% | $6,691+159.0% |
| Admin fee / account holder | $1,973 | $15,050-86.9% | $13,005-84.8% | $13,402-85.3% |