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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 | $330,417 | $160,070+106.4% | $147,117+124.6% | $145,897+126.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $6,347 | $5,285+20.1% | $4,932+28.7% | $4,663+36.1% |
| Participant deferral / active EE | $12,877 | $8,419+52.9% | $8,065+59.7% | $6,689+92.5% |
| Admin fee / account holder | $31,744 | $15,035+111.1% | $12,993+144.3% | $13,390+137.1% |