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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 | $338,770 | $217,427+55.8% | $185,837+82.3% | $167,518+102.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.88% | 148.39%-135.5pp | 122.08%-109.2pp | 478.71%-465.8pp |
| Employer contribution / active EE | $6,172 | $5,874+5.1% | $5,168+19.4% | $4,838+27.6% |
| Participant deferral / active EE | $9,657 | $6,357+51.9% | $5,568+73.4% | $6,342+52.3% |
| Admin fee / account holder | $33,538 | $19,816+69.2% | $16,241+106.5% | $12,312+172.4% |