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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 | $251,775 | $160,028+57.3% | $147,080+71.2% | $145,884+72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 98.60%-87.6pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $14,699 | $5,286+178.1% | $4,933+198.0% | $4,662+215.3% |
| Participant deferral / active EE | $13,105 | $8,422+55.6% | $8,066+62.5% | $6,690+95.9% |
| Admin fee / account holder | $99,389 | $15,030+561.3% | $12,989+665.2% | $13,392+642.2% |