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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 | $333,052 | $160,070+108.1% | $147,117+126.4% | $145,897+128.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.75% | 98.69%-74.9pp | 420.54%-396.8pp | 552.29%-528.5pp |
| Employer contribution / active EE | $25,612 | $5,285+384.7% | $4,932+419.3% | $4,663+449.3% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $2,475 | $15,035-83.5% | $12,993-81.0% | $13,390-81.5% |