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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 | $418,108 | $160,028+161.3% | $147,080+184.3% | $145,884+186.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.16% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $9,290 | $5,286+75.8% | $4,933+88.3% | $4,662+99.3% |
| Participant deferral / active EE | $28,000 | $8,422+232.5% | $8,066+247.1% | $6,690+318.6% |
| Admin fee / account holder | $3,377 | $15,030-77.5% | $12,989-74.0% | $13,392-74.8% |