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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 | $352,090 | $159,978+120.1% | $147,041+139.4% | $145,978+141.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.80% | 98.36%-72.6pp | 419.21%-393.4pp | 550.52%-524.7pp |
| Employer contribution / active EE | $2,693 | $5,288-49.1% | $4,935-45.4% | $4,662-42.2% |
| Participant deferral / active EE | $17,843 | $8,429+111.7% | $8,071+121.1% | $6,690+166.7% |
| Admin fee / account holder | $13,388 | $15,053-11.1% | $13,006+2.9% | $13,400-0.1% |