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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 | $315,522 | $160,028+97.2% | $147,080+114.5% | $145,884+116.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.50% | 98.60%-74.1pp | 420.17%-395.7pp | 551.85%-527.3pp |
| Employer contribution / active EE | $15,812 | $5,286+199.1% | $4,933+220.5% | $4,662+239.1% |
| Participant deferral / active EE | $19,591 | $8,422+132.6% | $8,066+142.9% | $6,690+192.9% |
| Admin fee / account holder | $18,190 | $15,030+21.0% | $12,989+40.0% | $13,392+35.8% |