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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 | $322,493 | $176,105+83.1% | $159,474+102.2% | $167,536+92.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.51% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $10,400 | $5,299+96.3% | $4,831+115.3% | $4,839+114.9% |
| Participant deferral / active EE | $9,462 | $7,751+22.1% | $7,353+28.7% | $6,342+49.2% |
| Admin fee / account holder | $13,870 | $12,559+10.4% | $10,802+28.4% | $12,315+12.6% |