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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 | $160,028+287.1% | $147,080+321.1% | $145,884+324.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,571 | $5,286-32.4% | $4,933-27.6% | $4,662-23.4% |
| Participant deferral / active EE | $21,994 | $8,422+161.1% | $8,066+172.7% | $6,690+228.8% |
| Admin fee / account holder | $12,344 | $15,030-17.9% | $12,989-5.0% | $13,392-7.8% |