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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 | $298,460 | $159,934+86.6% | $147,005+103.0% | $145,959+104.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $22,252 | $5,287+320.8% | $4,934+351.0% | $4,661+377.4% |
| Participant deferral / active EE | $27,972 | $8,427+231.9% | $8,070+246.6% | $6,689+318.2% |
| Admin fee / account holder | $48,730 | $15,053+223.7% | $13,006+274.7% | $13,398+263.7% |