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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 | $418,109 | $159,934+161.4% | $147,005+184.4% | $145,959+186.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.46% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $16,229 | $5,287+206.9% | $4,934+228.9% | $4,661+248.2% |
| Participant deferral / active EE | $11,742 | $8,427+39.3% | $8,070+45.5% | $6,689+75.5% |
| Admin fee / account holder | $7,152 | $15,053-52.5% | $13,006-45.0% | $13,398-46.6% |