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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 | $616,191 | $160,070+285.0% | $147,117+318.8% | $145,897+322.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,164 | $5,285-40.1% | $4,932-35.9% | $4,663-32.1% |
| Participant deferral / active EE | $13,927 | $8,419+65.4% | $8,065+72.7% | $6,689+108.2% |
| Admin fee / account holder | $17,140 | $15,035+14.0% | $12,993+31.9% | $13,390+28.0% |