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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 | $447,771 | $159,978+179.9% | $147,041+204.5% | $145,978+206.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,128 | $5,288-78.7% | $4,935-77.2% | $4,662-75.8% |
| Participant deferral / active EE | $5,760 | $8,429-31.7% | $8,071-28.6% | $6,690-13.9% |
| Admin fee / account holder | $14,665 | $15,053-2.6% | $13,006+12.8% | $13,400+9.4% |