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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 | $357,055 | $160,028+123.1% | $147,080+142.8% | $145,884+144.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $6,301 | $5,286+19.2% | $4,933+27.7% | $4,662+35.2% |
| Participant deferral / active EE | $12,171 | $8,422+44.5% | $8,066+50.9% | $6,690+81.9% |
| Admin fee / account holder | $31,642 | $15,030+110.5% | $12,989+143.6% | $13,392+136.3% |