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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 | $346,003 | $160,040+116.2% | $147,096+135.2% | $145,877+137.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.11% | 98.49%-68.4pp | 419.75%-389.6pp | 551.28%-521.2pp |
| Employer contribution / active EE | $5,975 | $5,289+13.0% | $4,936+21.1% | $4,663+28.1% |
| Participant deferral / active EE | $8,893 | $8,429+5.5% | $8,071+10.2% | $6,691+32.9% |
| Admin fee / account holder | $3,536 | $15,050-76.5% | $13,005-72.8% | $13,402-73.6% |