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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 | $301,180 | $149,040+102.1% | $120,225+150.5% | $137,256+119.4% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 14.04% | 605.68%-591.6pp | 439.23%-425.2pp | 220.34%-206.3pp |
| Employer contribution / active EE | $14,202 | $4,350+226.5% | $3,475+308.6% | $4,156+241.7% |
| Participant deferral / active EE | $6,813 | $4,655+46.4% | $3,999+70.4% | $6,407+6.3% |
| Admin fee / account holder | $1,805 | $6,348-71.6% | $5,696-68.3% | $12,270-85.3% |