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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 | $298,343 | $160,070+86.4% | $147,117+102.8% | $145,897+104.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $13,888 | $5,285+162.8% | $4,932+181.6% | $4,663+197.9% |
| Participant deferral / active EE | $9,130 | $8,419+8.4% | $8,065+13.2% | $6,689+36.5% |
| Admin fee / account holder | $48,972 | $15,035+225.7% | $12,993+276.9% | $13,390+265.7% |