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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 | $409,928 | $159,978+156.2% | $147,041+178.8% | $145,978+180.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $13,228 | $5,288+150.1% | $4,935+168.0% | $4,662+183.7% |
| Participant deferral / active EE | $9,194 | $8,429+9.1% | $8,071+13.9% | $6,690+37.4% |
| Admin fee / account holder | $16,617 | $15,053+10.4% | $13,006+27.8% | $13,400+24.0% |