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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 | $382,852 | $159,978+139.3% | $147,041+160.4% | $145,978+162.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 98.36%-81.5pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,118 | $5,288-41.0% | $4,935-36.8% | $4,662-33.1% |
| Participant deferral / active EE | $12,226 | $8,429+45.1% | $8,071+51.5% | $6,690+82.8% |
| Admin fee / account holder | $17,203 | $15,053+14.3% | $13,006+32.3% | $13,400+28.4% |