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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 | $340,085 | $160,040+112.5% | $147,096+131.2% | $145,877+133.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.18% | 98.49%-67.3pp | 419.75%-388.6pp | 551.28%-520.1pp |
| Employer contribution / active EE | $43,837 | $5,289+728.8% | $4,936+788.1% | $4,663+840.1% |
| Participant deferral / active EE | $26,750 | $8,429+217.4% | $8,071+231.4% | $6,691+299.8% |
| Admin fee / account holder | $2,643 | $15,050-82.4% | $13,005-79.7% | $13,402-80.3% |