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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 | $266,726 | $160,070+66.6% | $147,117+81.3% | $145,897+82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $21,089 | $5,285+299.1% | $4,932+327.5% | $4,663+352.3% |
| Participant deferral / active EE | $16,038 | $8,419+90.5% | $8,065+98.9% | $6,689+139.7% |
| Admin fee / account holder | $1,547 | $15,035-89.7% | $12,993-88.1% | $13,390-88.5% |