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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 | $361,583 | $160,070+125.9% | $147,117+145.8% | $145,897+147.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $10,799 | $5,285+104.4% | $4,932+118.9% | $4,663+131.6% |
| Participant deferral / active EE | $9,650 | $8,419+14.6% | $8,065+19.7% | $6,689+44.3% |
| Admin fee / account holder | $1,558 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |