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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 | $300,789 | $208,088+44.5% | $186,193+61.5% | $154,746+94.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.00% | 89.97%-73.0pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $21,171 | $4,340+387.8% | $3,918+440.3% | $4,379+383.5% |
| Participant deferral / active EE | $12,800 | $7,078+80.8% | $6,513+96.5% | $6,730+90.2% |
| Admin fee / account holder | $2,585 | $11,698-77.9% | $11,058-76.6% | $14,365-82.0% |