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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 | $603,558 | $180,749+233.9% | $160,784+275.4% | $137,256+339.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 18.69% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,602 | $4,155-37.4% | $3,733-30.3% | $4,156-37.4% |
| Participant deferral / active EE | $10,780 | $6,844+57.5% | $6,293+71.3% | $6,407+68.3% |
| Admin fee / account holder | $3,217 | $10,397-69.1% | $9,717-66.9% | $12,270-73.8% |