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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 | $647,995 | $103,000+529.1% | $90,300+617.6% | $152,885+323.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.54% | 95.19%-70.7pp | 78.11%-53.6pp | 345.39%-320.8pp |
| Employer contribution / active EE | $3,700 | $3,138+17.9% | $2,854+29.6% | $4,763-22.3% |
| Participant deferral / active EE | $4,031 | $4,281-5.8% | $3,884+3.8% | $5,851-31.1% |
| Admin fee / account holder | $13,333 | $6,173+116.0% | $5,353+149.1% | $11,598+15.0% |