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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 | $580,044 | $160,028+262.5% | $147,080+294.4% | $145,884+297.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.87% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,407 | $5,286-16.6% | $4,933-10.7% | $4,662-5.5% |
| Participant deferral / active EE | $8,389 | $8,422-0.4% | $8,066+4.0% | $6,690+25.4% |
| Admin fee / account holder | $6,270 | $15,030-58.3% | $12,989-51.7% | $13,392-53.2% |