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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 | $414,050 | $160,070+158.7% | $147,117+181.4% | $145,897+183.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $15,233 | $5,285+188.3% | $4,932+208.8% | $4,663+226.7% |
| Participant deferral / active EE | $15,767 | $8,419+87.3% | $8,065+95.5% | $6,689+135.7% |
| Admin fee / account holder | $2,242 | $15,035-85.1% | $12,993-82.7% | $13,390-83.3% |