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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 | $160,040+137.6% | $147,096+158.5% | $145,877+160.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.22% | 98.49%-80.3pp | 419.75%-401.5pp | 551.28%-533.1pp |
| Employer contribution / active EE | $5,131 | $5,289-3.0% | $4,936+4.0% | $4,663+10.0% |
| Participant deferral / active EE | $17,143 | $8,429+103.4% | $8,071+112.4% | $6,691+156.2% |
| Admin fee / account holder | $7,245 | $15,050-51.9% | $13,005-44.3% | $13,402-45.9% |