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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 | $514,559 | $209,425+145.7% | $178,499+188.3% | $158,966+223.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.81% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,344 | $5,707-76.4% | $5,011-73.2% | $4,762-71.8% |
| Participant deferral / active EE | $2,385 | $5,955-60.0% | $5,202-54.2% | $5,983-60.1% |
| Admin fee / account holder | $5,978 | $17,078-65.0% | $13,986-57.3% | $11,250-46.9% |