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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 | $406,427 | $160,040+154.0% | $147,096+176.3% | $145,877+178.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $21,762 | $5,289+311.4% | $4,936+340.9% | $4,663+366.7% |
| Participant deferral / active EE | $11,544 | $8,429+37.0% | $8,071+43.0% | $6,691+72.5% |
| Admin fee / account holder | $6,049 | $15,050-59.8% | $13,005-53.5% | $13,402-54.9% |