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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 | $367,497 | $180,749+103.3% | $160,784+128.6% | $137,256+167.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.79% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,408 | $4,155+126.4% | $3,733+152.0% | $4,156+126.4% |
| Participant deferral / active EE | $10,234 | $6,844+49.5% | $6,293+62.6% | $6,407+59.7% |
| Admin fee / account holder | $14,711 | $10,397+41.5% | $9,717+51.4% | $12,270+19.9% |