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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 | $160,040+95.1% | $147,096+112.3% | $145,877+114.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $13,233 | $5,289+150.2% | $4,936+168.1% | $4,663+183.8% |
| Participant deferral / active EE | $9,233 | $8,429+9.5% | $8,071+14.4% | $6,691+38.0% |
| Admin fee / account holder | $10,075 | $15,050-33.1% | $13,005-22.5% | $13,402-24.8% |