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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 | $358,628 | $159,934+124.2% | $147,005+144.0% | $145,959+145.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.63% | 98.24%-78.6pp | 418.76%-399.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $5,186 | $5,287-1.9% | $4,934+5.1% | $4,661+11.3% |
| Participant deferral / active EE | $13,743 | $8,427+63.1% | $8,070+70.3% | $6,689+105.5% |
| Admin fee / account holder | $6,065 | $15,053-59.7% | $13,006-53.4% | $13,398-54.7% |