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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 | $260,057 | $160,028+62.5% | $147,080+76.8% | $145,884+78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $17,925 | $5,286+239.1% | $4,933+263.3% | $4,662+284.5% |
| Participant deferral / active EE | $15,285 | $8,422+81.5% | $8,066+89.5% | $6,690+128.5% |
| Admin fee / account holder | $8,191 | $15,030-45.5% | $12,989-36.9% | $13,392-38.8% |