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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 | $315,572 | $160,070+97.1% | $147,117+114.5% | $145,897+116.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $9,016 | $5,285+70.6% | $4,932+82.8% | $4,663+93.4% |
| Participant deferral / active EE | $5,806 | $8,419-31.0% | $8,065-28.0% | $6,689-13.2% |
| Admin fee / account holder | $24,065 | $15,035+60.1% | $12,993+85.2% | $13,390+79.7% |