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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 | $302,104 | $160,028+88.8% | $147,080+105.4% | $145,884+107.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.97% | 98.60%-78.6pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $21,435 | $5,286+305.5% | $4,933+334.5% | $4,662+359.8% |
| Participant deferral / active EE | $53,500 | $8,422+535.2% | $8,066+563.3% | $6,690+699.7% |
| Admin fee / account holder | $542 | $15,030-96.4% | $12,989-95.8% | $13,392-96.0% |