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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 | $297,132 | $159,934+85.8% | $147,005+102.1% | $145,959+103.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 98.24%-81.5pp | 418.76%-402.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $10,929 | $5,287+106.7% | $4,934+121.5% | $4,661+134.5% |
| Participant deferral / active EE | $19,481 | $8,427+131.2% | $8,070+141.4% | $6,689+191.3% |
| Admin fee / account holder | $1,305 | $15,053-91.3% | $13,006-90.0% | $13,398-90.3% |