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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 | $258,869 | $160,028+61.8% | $147,080+76.0% | $145,884+77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.58% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $30,004 | $5,286+467.6% | $4,933+508.2% | $4,662+543.5% |
| Participant deferral / active EE | $2,827 | $8,422-66.4% | $8,066-64.9% | $6,690-57.7% |
| Admin fee / account holder | $1,090 | $15,030-92.7% | $12,989-91.6% | $13,392-91.9% |