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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 | $442,443 | $160,070+176.4% | $147,117+200.7% | $145,897+203.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,414 | $5,285+2.4% | $4,932+9.8% | $4,663+16.1% |
| Participant deferral / active EE | $13,988 | $8,419+66.1% | $8,065+73.4% | $6,689+109.1% |
| Admin fee / account holder | $2,068 | $15,035-86.2% | $12,993-84.1% | $13,390-84.6% |