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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 | $159,978+94.7% | $147,041+111.9% | $145,978+113.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 98.36%-83.9pp | 419.21%-404.7pp | 550.52%-536.1pp |
| Employer contribution / active EE | $19,271 | $5,288+264.4% | $4,935+290.5% | $4,662+313.4% |
| Participant deferral / active EE | $14,986 | $8,429+77.8% | $8,071+85.7% | $6,690+124.0% |
| Admin fee / account holder | $2,861 | $15,053-81.0% | $13,006-78.0% | $13,400-78.7% |