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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 | $349,570 | $112,131+211.8% | $95,964+264.3% | $158,982+119.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.63% | 171.19%-157.6pp | 91.64%-78.0pp | 302.99%-289.4pp |
| Employer contribution / active EE | $6,912 | $3,199+116.1% | $2,541+172.0% | $4,763+45.1% |
| Participant deferral / active EE | $13,608 | $4,784+184.4% | $4,167+226.6% | $5,983+127.4% |
| Admin fee / account holder | $15,524 | $10,136+53.2% | $6,797+128.4% | $11,252+38.0% |