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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 | $395,225 | $160,040+147.0% | $147,096+168.7% | $145,877+170.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,488 | $5,289-15.1% | $4,936-9.1% | $4,663-3.7% |
| Participant deferral / active EE | $13,738 | $8,429+63.0% | $8,071+70.2% | $6,691+105.3% |
| Admin fee / account holder | $18,725 | $15,050+24.4% | $13,005+44.0% | $13,402+39.7% |