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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 | $453,414 | $159,934+183.5% | $147,005+208.4% | $145,959+210.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $10,890 | $5,287+106.0% | $4,934+120.7% | $4,661+133.6% |
| Participant deferral / active EE | $11,990 | $8,427+42.3% | $8,070+48.6% | $6,689+79.3% |
| Admin fee / account holder | $3,463 | $15,053-77.0% | $13,006-73.4% | $13,398-74.2% |