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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 | $356,936 | $176,120+102.7% | $159,487+123.8% | $167,553+113.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 331.95%-315.5pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $9,549 | $5,299+80.2% | $4,831+97.6% | $4,840+97.3% |
| Participant deferral / active EE | $6,896 | $7,752-11.0% | $7,354-6.2% | $6,343+8.7% |
| Admin fee / account holder | $14,529 | $12,561+15.7% | $10,804+34.5% | $12,316+18.0% |