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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 | $326,116 | $202,460+61.1% | $169,385+92.5% | $139,456+133.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 532.07%-517.3pp | 405.82%-391.0pp | 373.45%-358.6pp |
| Employer contribution / active EE | $7,589 | $4,691+61.8% | $4,012+89.2% | $4,753+59.7% |
| Participant deferral / active EE | $10,087 | $6,938+45.4% | $6,221+62.1% | $6,711+50.3% |
| Admin fee / account holder | $3,436 | $10,719-67.9% | $9,011-61.9% | $11,407-69.9% |