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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 | $416,424 | $160,070+160.2% | $147,117+183.1% | $145,897+185.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $8,449 | $5,285+59.9% | $4,932+71.3% | $4,663+81.2% |
| Participant deferral / active EE | $13,395 | $8,419+59.1% | $8,065+66.1% | $6,689+100.2% |
| Admin fee / account holder | $55,877 | $15,035+271.6% | $12,993+330.1% | $13,390+317.3% |