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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 | $380,775 | $160,028+137.9% | $147,080+158.9% | $145,884+161.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,084 | $5,286-3.8% | $4,933+3.1% | $4,662+9.0% |
| Participant deferral / active EE | $14,400 | $8,422+71.0% | $8,066+78.5% | $6,690+115.3% |
| Admin fee / account holder | $3,266 | $15,030-78.3% | $12,989-74.9% | $13,392-75.6% |