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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 | $440,504 | $160,040+175.2% | $147,096+199.5% | $145,877+202.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.81% | 98.49%-79.7pp | 419.75%-400.9pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,471 | $5,289-34.4% | $4,936-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $20,933 | $8,429+148.4% | $8,071+159.4% | $6,691+212.9% |
| Admin fee / account holder | $4,007 | $15,050-73.4% | $13,005-69.2% | $13,402-70.1% |