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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 | $394,449 | $160,070+146.4% | $147,117+168.1% | $145,897+170.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.69%-81.1pp | 420.54%-402.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,659 | $5,285-49.7% | $4,932-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $14,325 | $8,419+70.1% | $8,065+77.6% | $6,689+114.1% |
| Admin fee / account holder | $13,717 | $15,035-8.8% | $12,993+5.6% | $13,390+2.4% |