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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 | $291,564 | $148,623+96.2% | $135,974+114.4% | $139,466+109.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.04% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $11,612 | $5,246+121.3% | $4,859+139.0% | $4,754+144.3% |
| Participant deferral / active EE | $17,422 | $8,103+115.0% | $7,760+124.5% | $6,712+159.6% |
| Admin fee / account holder | $2,348 | $12,406-81.1% | $10,767-78.2% | $11,409-79.4% |