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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 | $362,495 | $183,988+97.0% | $162,177+123.5% | $152,897+137.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.12% | 150.79%-137.7pp | 115.60%-102.5pp | 345.43%-332.3pp |
| Employer contribution / active EE | $5,552 | $6,370-12.8% | $5,613-1.1% | $4,764+16.6% |
| Participant deferral / active EE | $10,803 | $8,032+34.5% | $7,297+48.1% | $5,851+84.6% |
| Admin fee / account holder | $45,567 | $13,123+247.2% | $10,843+320.2% | $11,599+292.8% |