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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 | $471,058 | $160,070+194.3% | $147,117+220.2% | $145,897+222.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $7,091 | $5,285+34.2% | $4,932+43.8% | $4,663+52.1% |
| Participant deferral / active EE | $3,274 | $8,419-61.1% | $8,065-59.4% | $6,689-51.1% |
| Admin fee / account holder | $3,847 | $15,035-74.4% | $12,993-70.4% | $13,390-71.3% |