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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 | $447,649 | $160,070+179.7% | $147,117+204.3% | $145,897+206.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.82% | 98.69%-74.9pp | 420.54%-396.7pp | 552.29%-528.5pp |
| Employer contribution / active EE | $13,506 | $5,285+155.6% | $4,932+173.8% | $4,663+189.7% |
| Participant deferral / active EE | $4,375 | $8,419-48.0% | $8,065-45.8% | $6,689-34.6% |
| Admin fee / account holder | $5,020 | $15,035-66.6% | $12,993-61.4% | $13,390-62.5% |