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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 | $412,763 | $159,934+158.1% | $147,005+180.8% | $145,959+182.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,263 | $5,287-19.4% | $4,934-13.6% | $4,661-8.5% |
| Participant deferral / active EE | $13,996 | $8,427+66.1% | $8,070+73.4% | $6,689+109.3% |
| Admin fee / account holder | $2,836 | $15,053-81.2% | $13,006-78.2% | $13,398-78.8% |