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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 | $352,546 | $165,399+113.1% | $149,745+135.4% | $158,982+121.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.30% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $3,750 | $5,105-26.5% | $4,646-19.3% | $4,763-21.3% |
| Participant deferral / active EE | $13,853 | $7,183+92.9% | $6,843+102.4% | $5,983+131.5% |
| Admin fee / account holder | $14,028 | $10,811+29.8% | $9,312+50.6% | $11,252+24.7% |