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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 | $363,498 | $176,120+106.4% | $159,487+127.9% | $167,553+116.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.45% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.4pp |
| Employer contribution / active EE | $9,896 | $5,299+86.7% | $4,831+104.8% | $4,840+104.5% |
| Participant deferral / active EE | $10,656 | $7,752+37.5% | $7,354+44.9% | $6,343+68.0% |
| Admin fee / account holder | $10,740 | $12,561-14.5% | $10,804-0.6% | $12,316-12.8% |