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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 | $322,445 | $159,978+101.6% | $147,041+119.3% | $145,978+120.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.06% | 98.36%-88.3pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,917 | $5,288-25.9% | $4,935-20.6% | $4,662-16.0% |
| Participant deferral / active EE | $13,704 | $8,429+62.6% | $8,071+69.8% | $6,690+104.9% |
| Admin fee / account holder | $93,626 | $15,053+522.0% | $13,006+619.9% | $13,400+598.7% |