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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 | $311,539 | $160,028+94.7% | $147,080+111.8% | $145,884+113.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $19,271 | $5,286+264.6% | $4,933+290.6% | $4,662+313.3% |
| Participant deferral / active EE | $14,986 | $8,422+77.9% | $8,066+85.8% | $6,690+124.0% |
| Admin fee / account holder | $2,861 | $15,030-81.0% | $12,989-78.0% | $13,392-78.6% |