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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 | $340,194 | $225,673+50.7% | $203,872+66.9% | $155,188+119.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 11.83% | 95.91%-84.1pp | 85.11%-73.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $12,000 | $4,099+192.8% | $3,757+219.4% | $4,248+182.5% |
| Participant deferral / active EE | $23,500 | $6,893+240.9% | $6,388+267.9% | $6,531+259.8% |
| Admin fee / account holder | $2,972 | $12,327-75.9% | $11,730-74.7% | $14,480-79.5% |