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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 | $400,596 | $160,040+150.3% | $147,096+172.3% | $145,877+174.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $8,776 | $5,289+65.9% | $4,936+77.8% | $4,663+88.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,469 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |