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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 | $308,762 | $160,070+92.9% | $147,117+109.9% | $145,897+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $9,744 | $5,285+84.4% | $4,932+97.5% | $4,663+109.0% |
| Participant deferral / active EE | $7,461 | $8,419-11.4% | $8,065-7.5% | $6,689+11.5% |
| Admin fee / account holder | $3,263 | $15,035-78.3% | $12,993-74.9% | $13,390-75.6% |