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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 | $432,375 | $227,291+90.2% | $214,702+101.4% | $155,188+178.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.46% | 60.08%-48.6pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $6,708 | $6,772-0.9% | $6,461+3.8% | $4,248+57.9% |
| Participant deferral / active EE | $19,417 | $9,582+102.6% | $9,147+112.3% | $6,531+197.3% |
| Admin fee / account holder | $91,929 | $20,413+350.3% | $19,830+363.6% | $14,480+534.9% |