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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 | $330,780 | $165,351+100.0% | $149,710+120.9% | $158,931+108.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.15% | 348.19%-335.0pp | 276.63%-263.5pp | 302.86%-289.7pp |
| Employer contribution / active EE | $12,431 | $5,103+143.6% | $4,645+167.6% | $4,761+161.1% |
| Participant deferral / active EE | $9,993 | $7,181+39.2% | $6,842+46.1% | $5,982+67.0% |
| Admin fee / account holder | $11,119 | $10,807+2.9% | $9,309+19.4% | $11,247-1.1% |