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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 | $417,565 | $160,070+160.9% | $147,117+183.8% | $145,897+186.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,660 | $5,285+139.6% | $4,932+156.7% | $4,663+171.5% |
| Participant deferral / active EE | $10,900 | $8,419+29.5% | $8,065+35.2% | $6,689+62.9% |
| Admin fee / account holder | $6,055 | $15,035-59.7% | $12,993-53.4% | $13,390-54.8% |