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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 | $306,673 | $165,381+85.4% | $149,730+104.8% | $158,966+92.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.59% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.4pp |
| Employer contribution / active EE | $8,081 | $5,104+58.3% | $4,645+74.0% | $4,762+69.7% |
| Participant deferral / active EE | $10,433 | $7,182+45.3% | $6,843+52.5% | $5,983+74.4% |
| Admin fee / account holder | $10,247 | $10,809-5.2% | $9,310+10.1% | $11,250-8.9% |