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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 | $367,056 | $160,070+129.3% | $147,117+149.5% | $145,897+151.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,790 | $5,285-28.3% | $4,932-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $16,540 | $8,419+96.5% | $8,065+105.1% | $6,689+147.3% |
| Admin fee / account holder | $144,251 | $15,035+859.4% | $12,993+1010.2% | $13,390+977.3% |