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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 | $346,012 | $159,934+116.3% | $147,005+135.4% | $145,959+137.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $7,874 | $5,287+48.9% | $4,934+59.6% | $4,661+68.9% |
| Participant deferral / active EE | $9,728 | $8,427+15.4% | $8,070+20.6% | $6,689+45.4% |
| Admin fee / account holder | $21,369 | $15,053+42.0% | $13,006+64.3% | $13,398+59.5% |