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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 | $412,763 | $160,028+157.9% | $147,080+180.6% | $145,884+182.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,263 | $5,286-19.4% | $4,933-13.6% | $4,662-8.6% |
| Participant deferral / active EE | $13,996 | $8,422+66.2% | $8,066+73.5% | $6,690+109.2% |
| Admin fee / account holder | $2,836 | $15,030-81.1% | $12,989-78.2% | $13,392-78.8% |