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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 | $298,824 | $160,070+86.7% | $147,117+103.1% | $145,897+104.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,457 | $5,285-34.6% | $4,932-29.9% | $4,663-25.8% |
| Participant deferral / active EE | $18,647 | $8,419+121.5% | $8,065+131.2% | $6,689+178.8% |
| Admin fee / account holder | $14,549 | $15,035-3.2% | $12,993+12.0% | $13,390+8.6% |