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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 | $380,243 | $159,934+137.7% | $147,005+158.7% | $145,959+160.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.22% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $5,131 | $5,287-2.9% | $4,934+4.0% | $4,661+10.1% |
| Participant deferral / active EE | $17,143 | $8,427+103.4% | $8,070+112.4% | $6,689+156.3% |
| Admin fee / account holder | $7,245 | $15,053-51.9% | $13,006-44.3% | $13,398-45.9% |