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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 | $418,083 | $160,070+161.2% | $147,117+184.2% | $145,897+186.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.32% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $6,803 | $5,285+28.7% | $4,932+37.9% | $4,663+45.9% |
| Participant deferral / active EE | $8,112 | $8,419-3.6% | $8,065+0.6% | $6,689+21.3% |
| Admin fee / account holder | $1,701 | $15,035-88.7% | $12,993-86.9% | $13,390-87.3% |