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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 | $382,386 | $160,040+138.9% | $147,096+160.0% | $145,877+162.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,262 | $5,289-57.2% | $4,936-54.2% | $4,663-51.5% |
| Participant deferral / active EE | $8,388 | $8,429-0.5% | $8,071+3.9% | $6,691+25.4% |
| Admin fee / account holder | $5,590 | $15,050-62.9% | $13,005-57.0% | $13,402-58.3% |