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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 | $160,040+146.5% | $147,096+168.2% | $145,877+170.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,659 | $5,289-49.7% | $4,936-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $14,325 | $8,429+70.0% | $8,071+77.5% | $6,691+114.1% |
| Admin fee / account holder | $13,717 | $15,050-8.9% | $13,005+5.5% | $13,402+2.3% |