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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 | $298,824 | $159,934+86.8% | $147,005+103.3% | $145,959+104.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,457 | $5,287-34.6% | $4,934-29.9% | $4,661-25.8% |
| Participant deferral / active EE | $18,647 | $8,427+121.3% | $8,070+131.1% | $6,689+178.8% |
| Admin fee / account holder | $14,549 | $15,053-3.4% | $13,006+11.9% | $13,398+8.6% |