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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 | $539,064 | $159,934+237.1% | $147,005+266.7% | $145,959+269.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.55% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,772 | $5,287-9.7% | $4,934-3.3% | $4,661+2.4% |
| Participant deferral / active EE | $11,520 | $8,427+36.7% | $8,070+42.7% | $6,689+72.2% |
| Admin fee / account holder | $9,610 | $15,053-36.2% | $13,006-26.1% | $13,398-28.3% |