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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 | $259,036 | $159,978+61.9% | $147,041+76.2% | $145,978+77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.16% | 98.36%-81.2pp | 419.21%-402.0pp | 550.52%-533.4pp |
| Employer contribution / active EE | $2,146 | $5,288-59.4% | $4,935-56.5% | $4,662-54.0% |
| Participant deferral / active EE | $10,478 | $8,429+24.3% | $8,071+29.8% | $6,690+56.6% |
| Admin fee / account holder | $42,958 | $15,053+185.4% | $13,006+230.3% | $13,400+220.6% |