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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 | $590,146 | $159,978+268.9% | $147,041+301.3% | $145,978+304.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 98.36%-84.3pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,232 | $5,288-76.7% | $4,935-75.0% | $4,662-73.6% |
| Participant deferral / active EE | $15,008 | $8,429+78.1% | $8,071+85.9% | $6,690+124.3% |
| Admin fee / account holder | $5,914 | $15,053-60.7% | $13,006-54.5% | $13,400-55.9% |