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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 | $265,451 | $160,070+65.8% | $147,117+80.4% | $145,897+81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $12,062 | $5,285+128.2% | $4,932+144.5% | $4,663+158.7% |
| Participant deferral / active EE | $9,716 | $8,419+15.4% | $8,065+20.5% | $6,689+45.2% |
| Admin fee / account holder | $6,432 | $15,035-57.2% | $12,993-50.5% | $13,390-52.0% |