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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 | $160,070+370.6% | $147,117+412.1% | $145,897+416.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.28% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $3,721 | $5,285-29.6% | $4,932-24.6% | $4,663-20.2% |
| Participant deferral / active EE | $8,653 | $8,419+2.8% | $8,065+7.3% | $6,689+29.4% |
| Admin fee / account holder | $13,335 | $15,035-11.3% | $12,993+2.6% | $13,390-0.4% |