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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 | $503,616 | $159,934+214.9% | $147,005+242.6% | $145,959+245.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $12,948 | $5,287+144.9% | $4,934+162.4% | $4,661+177.8% |
| Participant deferral / active EE | $13,800 | $8,427+63.8% | $8,070+71.0% | $6,689+106.3% |
| Admin fee / account holder | $2,615 | $15,053-82.6% | $13,006-79.9% | $13,398-80.5% |