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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 | $262,451 | $160,070+64.0% | $147,117+78.4% | $145,897+79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $10,287 | $5,285+94.7% | $4,932+108.6% | $4,663+120.6% |
| Participant deferral / active EE | $13,634 | $8,419+61.9% | $8,065+69.1% | $6,689+103.8% |
| Admin fee / account holder | $2,932 | $15,035-80.5% | $12,993-77.4% | $13,390-78.1% |