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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 | $280,126 | $160,070+75.0% | $147,117+90.4% | $145,897+92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.69%-85.5pp | 420.54%-407.4pp | 552.29%-539.1pp |
| Employer contribution / active EE | $9,167 | $5,285+73.5% | $4,932+85.8% | $4,663+96.6% |
| Participant deferral / active EE | $12,428 | $8,419+47.6% | $8,065+54.1% | $6,689+85.8% |
| Admin fee / account holder | $34,781 | $15,035+131.3% | $12,993+167.7% | $13,390+159.7% |