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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 | $346,300 | $105,145+229.4% | $94,664+265.8% | $139,466+148.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.58% | 38.09%-21.5pp | 156.84%-140.3pp | 373.66%-357.1pp |
| Employer contribution / active EE | $5,026 | $4,107+22.4% | $3,673+36.8% | $4,754+5.7% |
| Participant deferral / active EE | $11,822 | $7,599+55.6% | $7,417+59.4% | $6,712+76.1% |
| Admin fee / account holder | $803 | $8,972-91.1% | $7,222-88.9% | $11,409-93.0% |