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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 | $338,028 | $138,076+144.8% | $123,553+173.6% | $135,380+149.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.86% | 153.70%-142.8pp | 119.21%-108.3pp | 519.81%-508.9pp |
| Employer contribution / active EE | $7,545 | $5,152+46.4% | $4,628+63.0% | $4,779+57.9% |
| Participant deferral / active EE | $11,338 | $6,800+66.7% | $6,426+76.4% | $5,609+102.1% |
| Admin fee / account holder | $23,971 | $10,917+119.6% | $9,284+158.2% | $10,828+121.4% |