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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 | $652,202 | $159,934+307.8% | $147,005+343.7% | $145,959+346.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.24%-83.5pp | 418.76%-404.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $3,281 | $5,287-37.9% | $4,934-33.5% | $4,661-29.6% |
| Participant deferral / active EE | $10,011 | $8,427+18.8% | $8,070+24.1% | $6,689+49.7% |
| Admin fee / account holder | $4,746 | $15,053-68.5% | $13,006-63.5% | $13,398-64.6% |