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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 | $438,873 | $160,070+174.2% | $147,117+198.3% | $145,897+200.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.26% | 98.69%-76.4pp | 420.54%-398.3pp | 552.29%-530.0pp |
| Employer contribution / active EE | $37,375 | $5,285+607.3% | $4,932+657.7% | $4,663+701.6% |
| Participant deferral / active EE | $22,000 | $8,419+161.3% | $8,065+172.8% | $6,689+228.9% |
| Admin fee / account holder | $10,075 | $15,035-33.0% | $12,993-22.5% | $13,390-24.8% |