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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 | $427,386 | $160,070+167.0% | $147,117+190.5% | $145,897+192.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.58% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,882 | $5,285-45.5% | $4,932-41.6% | $4,663-38.2% |
| Participant deferral / active EE | $12,694 | $8,419+50.8% | $8,065+57.4% | $6,689+89.8% |
| Admin fee / account holder | $2,523 | $15,035-83.2% | $12,993-80.6% | $13,390-81.2% |