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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 | $753,332 | $160,040+370.7% | $147,096+412.1% | $145,877+416.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.28% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $3,721 | $5,289-29.7% | $4,936-24.6% | $4,663-20.2% |
| Participant deferral / active EE | $8,653 | $8,429+2.7% | $8,071+7.2% | $6,691+29.3% |
| Admin fee / account holder | $13,335 | $15,050-11.4% | $13,005+2.5% | $13,402-0.5% |