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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 | $430,032 | $159,978+168.8% | $147,041+192.5% | $145,978+194.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 98.36%-85.5pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,006 | $5,288-62.1% | $4,935-59.4% | $4,662-57.0% |
| Participant deferral / active EE | $4,339 | $8,429-48.5% | $8,071-46.2% | $6,690-35.1% |
| Admin fee / account holder | $941 | $15,053-93.7% | $13,006-92.8% | $13,400-93.0% |