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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 | $350,674 | $160,070+119.1% | $147,117+138.4% | $145,897+140.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.01% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $12,195 | $5,285+130.8% | $4,932+147.2% | $4,663+161.6% |
| Participant deferral / active EE | $9,887 | $8,419+17.4% | $8,065+22.6% | $6,689+47.8% |
| Admin fee / account holder | $5,502 | $15,035-63.4% | $12,993-57.7% | $13,390-58.9% |