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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 | $295,851 | $160,040+84.9% | $147,096+101.1% | $145,877+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $7,181 | $5,289+35.8% | $4,936+45.5% | $4,663+54.0% |
| Participant deferral / active EE | $8,985 | $8,429+6.6% | $8,071+11.3% | $6,691+34.3% |
| Admin fee / account holder | $2,652 | $15,050-82.4% | $13,005-79.6% | $13,402-80.2% |