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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 | $530,637 | $160,040+231.6% | $147,096+260.7% | $145,877+263.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,708 | $5,289-29.9% | $4,936-24.9% | $4,663-20.5% |
| Participant deferral / active EE | $7,981 | $8,429-5.3% | $8,071-1.1% | $6,691+19.3% |
| Admin fee / account holder | $8,831 | $15,050-41.3% | $13,005-32.1% | $13,402-34.1% |