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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 | $362,530 | $160,028+126.5% | $147,080+146.5% | $145,884+148.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,414 | $5,286-16.5% | $4,933-10.5% | $4,662-5.3% |
| Participant deferral / active EE | $14,314 | $8,422+70.0% | $8,066+77.5% | $6,690+114.0% |
| Admin fee / account holder | $2,034 | $15,030-86.5% | $12,989-84.3% | $13,392-84.8% |