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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 | $528,504 | $160,070+230.2% | $147,117+259.2% | $145,897+262.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,903 | $5,285-45.1% | $4,932-41.2% | $4,663-37.7% |
| Participant deferral / active EE | $16,841 | $8,419+100.0% | $8,065+108.8% | $6,689+151.8% |
| Admin fee / account holder | $2,698 | $15,035-82.1% | $12,993-79.2% | $13,390-79.9% |