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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 | $160,040+60.2% | $147,096+74.3% | $145,877+75.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.48% | 98.49%-78.0pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $13,738 | $5,289+159.7% | $4,936+178.3% | $4,663+194.6% |
| Participant deferral / active EE | $12,050 | $8,429+43.0% | $8,071+49.3% | $6,691+80.1% |
| Admin fee / account holder | $571 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |