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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 | $538,356 | $160,040+236.4% | $147,096+266.0% | $145,877+269.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,792 | $5,289-28.3% | $4,936-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $12,882 | $8,429+52.8% | $8,071+59.6% | $6,691+92.5% |
| Admin fee / account holder | $2,882 | $15,050-80.8% | $13,005-77.8% | $13,402-78.5% |