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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 | $298,149 | $160,070+86.3% | $147,117+102.7% | $145,897+104.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.97% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $3,532 | $5,285-33.2% | $4,932-28.4% | $4,663-24.2% |
| Participant deferral / active EE | $11,736 | $8,419+39.4% | $8,065+45.5% | $6,689+75.5% |
| Admin fee / account holder | $1,983 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |