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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 | $342,442 | $176,120+94.4% | $159,487+114.7% | $167,553+104.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.80% | 331.95%-321.1pp | 263.71%-252.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $7,277 | $5,299+37.3% | $4,831+50.6% | $4,840+50.4% |
| Participant deferral / active EE | $8,484 | $7,752+9.5% | $7,354+15.4% | $6,343+33.8% |
| Admin fee / account holder | $32,205 | $12,561+156.4% | $10,804+198.1% | $12,316+161.5% |