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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 | $301,480 | $159,978+88.5% | $147,041+105.0% | $145,978+106.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 98.36%-82.0pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $16,531 | $5,288+212.6% | $4,935+235.0% | $4,662+254.6% |
| Participant deferral / active EE | $22,006 | $8,429+161.1% | $8,071+172.7% | $6,690+229.0% |
| Admin fee / account holder | $1,449 | $15,053-90.4% | $13,006-88.9% | $13,400-89.2% |