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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 | $769,381 | $160,028+380.8% | $147,080+423.1% | $145,884+427.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.47% | 98.60%-73.1pp | 420.17%-394.7pp | 551.85%-526.4pp |
| Employer contribution / active EE | $3,994 | $5,286-24.4% | $4,933-19.0% | $4,662-14.3% |
| Participant deferral / active EE | $8,400 | $8,422-0.3% | $8,066+4.1% | $6,690+25.6% |
| Admin fee / account holder | $46,376 | $15,030+208.6% | $12,989+257.0% | $13,392+246.3% |