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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 | $410,303 | $160,070+156.3% | $147,117+178.9% | $145,897+181.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.91% | 98.69%-79.8pp | 420.54%-401.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $5,486 | $5,285+3.8% | $4,932+11.2% | $4,663+17.7% |
| Participant deferral / active EE | $12,160 | $8,419+44.4% | $8,065+50.8% | $6,689+81.8% |
| Admin fee / account holder | $4,532 | $15,035-69.9% | $12,993-65.1% | $13,390-66.2% |