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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 | $316,307 | $160,070+97.6% | $147,117+115.0% | $145,897+116.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,325 | $5,285-56.0% | $4,932-52.9% | $4,663-50.1% |
| Participant deferral / active EE | $11,823 | $8,419+40.4% | $8,065+46.6% | $6,689+76.8% |
| Admin fee / account holder | $1,773 | $15,035-88.2% | $12,993-86.4% | $13,390-86.8% |