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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 | $397,477 | $160,070+148.3% | $147,117+170.2% | $145,897+172.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,093 | $5,285-60.4% | $4,932-57.6% | $4,663-55.1% |
| Participant deferral / active EE | $13,559 | $8,419+61.0% | $8,065+68.1% | $6,689+102.7% |
| Admin fee / account holder | $3,987 | $15,035-73.5% | $12,993-69.3% | $13,390-70.2% |