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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 | $361,343 | $160,028+125.8% | $147,080+145.7% | $145,884+147.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $12,327 | $5,286+133.2% | $4,933+149.9% | $4,662+164.4% |
| Participant deferral / active EE | $11,719 | $8,422+39.2% | $8,066+45.3% | $6,690+75.2% |
| Admin fee / account holder | $141,115 | $15,030+838.9% | $12,989+986.4% | $13,392+953.7% |