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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 | $303,223 | $160,040+89.5% | $147,096+106.1% | $145,877+107.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,874 | $5,289-26.8% | $4,936-21.5% | $4,663-16.9% |
| Participant deferral / active EE | $12,417 | $8,429+47.3% | $8,071+53.8% | $6,691+85.6% |
| Admin fee / account holder | $9,377 | $15,050-37.7% | $13,005-27.9% | $13,402-30.0% |