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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 | $298,117 | $148,623+100.6% | $135,974+119.2% | $139,466+113.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $14,189 | $5,246+170.5% | $4,859+192.0% | $4,754+198.5% |
| Participant deferral / active EE | $7,653 | $8,103-5.6% | $7,760-1.4% | $6,712+14.0% |
| Admin fee / account holder | $21,045 | $12,406+69.6% | $10,767+95.5% | $11,409+84.5% |