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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 | $256,419 | $160,070+60.2% | $147,117+74.3% | $145,897+75.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.48% | 98.69%-78.2pp | 420.54%-400.1pp | 552.29%-531.8pp |
| Employer contribution / active EE | $13,738 | $5,285+160.0% | $4,932+178.5% | $4,663+194.6% |
| Participant deferral / active EE | $12,050 | $8,419+43.1% | $8,065+49.4% | $6,689+80.1% |
| Admin fee / account holder | $571 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |