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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 | $320,342 | $159,934+100.3% | $147,005+117.9% | $145,959+119.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $5,671 | $5,287+7.2% | $4,934+14.9% | $4,661+21.7% |
| Participant deferral / active EE | $13,500 | $8,427+60.2% | $8,070+67.3% | $6,689+101.8% |
| Admin fee / account holder | $497 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |