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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 | $160,070+307.4% | $147,117+343.3% | $145,897+347.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,281 | $5,285-37.9% | $4,932-33.5% | $4,663-29.6% |
| Participant deferral / active EE | $10,011 | $8,419+18.9% | $8,065+24.1% | $6,689+49.7% |
| Admin fee / account holder | $4,746 | $15,035-68.4% | $12,993-63.5% | $13,390-64.6% |