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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 | $379,035 | $160,040+136.8% | $147,096+157.7% | $145,877+159.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $5,900 | $5,289+11.5% | $4,936+19.5% | $4,663+26.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,173 | $15,050-19.1% | $13,005-6.4% | $13,402-9.2% |