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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 | $583,291 | $160,070+264.4% | $147,117+296.5% | $145,897+299.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $4,300 | $5,285-18.6% | $4,932-12.8% | $4,663-7.8% |
| Participant deferral / active EE | $10,055 | $8,419+19.4% | $8,065+24.7% | $6,689+50.3% |
| Admin fee / account holder | $5,699 | $15,035-62.1% | $12,993-56.1% | $13,390-57.4% |