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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 | $379,193 | $159,978+137.0% | $147,041+157.9% | $145,978+159.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 98.36%-83.8pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $4,673 | $5,288-11.6% | $4,935-5.3% | $4,662+0.2% |
| Participant deferral / active EE | $8,439 | $8,429+0.1% | $8,071+4.6% | $6,690+26.2% |
| Admin fee / account holder | $1,957 | $15,053-87.0% | $13,006-85.0% | $13,400-85.4% |