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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 | $328,227 | $160,070+105.1% | $147,117+123.1% | $145,897+125.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $9,683 | $5,285+83.2% | $4,932+96.3% | $4,663+107.7% |
| Participant deferral / active EE | $12,663 | $8,419+50.4% | $8,065+57.0% | $6,689+89.3% |
| Admin fee / account holder | $4,330 | $15,035-71.2% | $12,993-66.7% | $13,390-67.7% |