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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 | $420,050 | $160,028+162.5% | $147,080+185.6% | $145,884+187.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $15,964 | $5,286+202.0% | $4,933+223.6% | $4,662+242.4% |
| Participant deferral / active EE | $14,367 | $8,422+70.6% | $8,066+78.1% | $6,690+114.8% |
| Admin fee / account holder | $107,094 | $15,030+612.5% | $12,989+724.5% | $13,392+699.7% |