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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 | $316,228 | $165,381+91.2% | $149,730+111.2% | $158,966+98.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.78% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $9,215 | $5,104+80.5% | $4,645+98.4% | $4,762+93.5% |
| Participant deferral / active EE | $11,029 | $7,182+53.6% | $6,843+61.2% | $5,983+84.3% |
| Admin fee / account holder | $2,200 | $10,809-79.6% | $9,310-76.4% | $11,250-80.4% |