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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 | $388,491 | $160,070+142.7% | $147,117+164.1% | $145,897+166.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $25,785 | $5,285+387.9% | $4,932+422.8% | $4,663+453.0% |
| Participant deferral / active EE | $25,034 | $8,419+197.3% | $8,065+210.4% | $6,689+274.2% |
| Admin fee / account holder | $293,983 | $15,035+1855.3% | $12,993+2162.7% | $13,390+2095.5% |