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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 | $359,930 | $175,257+105.4% | $149,717+140.4% | $139,456+158.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 166.70%-153.5pp | 134.41%-121.2pp | 373.45%-360.2pp |
| Employer contribution / active EE | $4,120 | $5,477-24.8% | $4,820-14.5% | $4,753-13.3% |
| Participant deferral / active EE | $11,840 | $6,521+81.6% | $5,682+108.4% | $6,711+76.4% |
| Admin fee / account holder | $23,262 | $16,156+44.0% | $13,213+76.1% | $11,407+103.9% |