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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 | $482,200 | $160,070+201.2% | $147,117+227.8% | $145,897+230.5% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 16.31% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $20,642 | $5,285+290.6% | $4,932+318.5% | $4,663+342.7% |
| Participant deferral / active EE | $14,463 | $8,419+71.8% | $8,065+79.3% | $6,689+116.2% |
| Admin fee / account holder | $15,502 | $15,035+3.1% | $12,993+19.3% | $13,390+15.8% |