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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 | $312,283 | $159,934+95.3% | $147,005+112.4% | $145,959+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.24%-86.3pp | 418.76%-406.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $13,233 | $5,287+150.3% | $4,934+168.2% | $4,661+183.9% |
| Participant deferral / active EE | $9,233 | $8,427+9.6% | $8,070+14.4% | $6,689+38.0% |
| Admin fee / account holder | $10,075 | $15,053-33.1% | $13,006-22.5% | $13,398-24.8% |