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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 | $600,433 | $159,934+275.4% | $147,005+308.4% | $145,959+311.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,003 | $5,287-5.4% | $4,934+1.4% | $4,661+7.3% |
| Participant deferral / active EE | $16,767 | $8,427+99.0% | $8,070+107.8% | $6,689+150.7% |
| Admin fee / account holder | $7,010 | $15,053-53.4% | $13,006-46.1% | $13,398-47.7% |