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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 | $392,520 | $159,978+145.4% | $147,041+166.9% | $145,978+168.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.97% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.6pp |
| Employer contribution / active EE | $15,544 | $5,288+193.9% | $4,935+215.0% | $4,662+233.4% |
| Participant deferral / active EE | $10,864 | $8,429+28.9% | $8,071+34.6% | $6,690+62.4% |
| Admin fee / account holder | $14,692 | $15,053-2.4% | $13,006+13.0% | $13,400+9.6% |