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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 | $334,267 | $160,070+108.8% | $147,117+127.2% | $145,897+129.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.27% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,357 | $5,285-36.5% | $4,932-31.9% | $4,663-28.0% |
| Participant deferral / active EE | $8,231 | $8,419-2.2% | $8,065+2.1% | $6,689+23.0% |
| Admin fee / account holder | $36,343 | $15,035+141.7% | $12,993+179.7% | $13,390+171.4% |