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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 | $341,609 | $159,934+113.6% | $147,005+132.4% | $145,959+134.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.39% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $43,000 | $5,287+713.3% | $4,934+771.5% | $4,661+822.6% |
| Participant deferral / active EE | $61,000 | $8,427+623.8% | $8,070+655.9% | $6,689+812.0% |
| Admin fee / account holder | $10,671 | $15,053-29.1% | $13,006-18.0% | $13,398-20.4% |