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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 | $369,024 | $160,028+130.6% | $147,080+150.9% | $145,884+153.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,000 | $5,286+89.2% | $4,933+102.7% | $4,662+114.5% |
| Participant deferral / active EE | $10,000 | $8,422+18.7% | $8,066+24.0% | $6,690+49.5% |
| Admin fee / account holder | $4,094 | $15,030-72.8% | $12,989-68.5% | $13,392-69.4% |