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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 | $296,716 | $160,070+85.4% | $147,117+101.7% | $145,897+103.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.48% | 98.69%-76.2pp | 420.54%-398.1pp | 552.29%-529.8pp |
| Employer contribution / active EE | $9,010 | $5,285+70.5% | $4,932+82.7% | $4,663+93.2% |
| Participant deferral / active EE | $14,000 | $8,419+66.3% | $8,065+73.6% | $6,689+109.3% |
| Admin fee / account holder | $1,988 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |