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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 | $310,109 | $159,934+93.9% | $147,005+111.0% | $145,959+112.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.05% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $15,916 | $5,287+201.0% | $4,934+222.6% | $4,661+241.5% |
| Participant deferral / active EE | $14,208 | $8,427+68.6% | $8,070+76.1% | $6,689+112.4% |
| Admin fee / account holder | $2,601 | $15,053-82.7% | $13,006-80.0% | $13,398-80.6% |