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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 | $313,100 | $160,040+95.6% | $147,096+112.9% | $145,877+114.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $9,961 | $5,289+88.3% | $4,936+101.8% | $4,663+113.6% |
| Participant deferral / active EE | $12,425 | $8,429+47.4% | $8,071+53.9% | $6,691+85.7% |
| Admin fee / account holder | $31,248 | $15,050+107.6% | $13,005+140.3% | $13,402+133.2% |