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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 | $342,946 | $160,070+114.2% | $147,117+133.1% | $145,897+135.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $19,850 | $5,285+275.6% | $4,932+302.4% | $4,663+325.7% |
| Participant deferral / active EE | $22,500 | $8,419+167.2% | $8,065+179.0% | $6,689+236.4% |
| Admin fee / account holder | $2,715 | $15,035-81.9% | $12,993-79.1% | $13,390-79.7% |