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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 | $412,795 | $175,231+135.6% | $149,696+175.8% | $139,466+196.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.61% | 166.77%-155.2pp | 134.46%-122.8pp | 373.66%-362.1pp |
| Employer contribution / active EE | $7,973 | $5,478+45.5% | $4,821+65.4% | $4,754+67.7% |
| Participant deferral / active EE | $8,271 | $6,521+26.8% | $5,682+45.6% | $6,712+23.2% |
| Admin fee / account holder | $26,867 | $16,155+66.3% | $13,212+103.4% | $11,409+135.5% |