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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 | $619,398 | $160,070+287.0% | $147,117+321.0% | $145,897+324.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,571 | $5,285-32.4% | $4,932-27.6% | $4,663-23.4% |
| Participant deferral / active EE | $21,994 | $8,419+161.2% | $8,065+172.7% | $6,689+228.8% |
| Admin fee / account holder | $12,344 | $15,035-17.9% | $12,993-5.0% | $13,390-7.8% |