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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 | $468,996 | $160,028+193.1% | $147,080+218.9% | $145,884+221.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,931 | $5,286-6.7% | $4,9330% | $4,662+5.8% |
| Participant deferral / active EE | $17,545 | $8,422+108.3% | $8,066+117.5% | $6,690+162.3% |
| Admin fee / account holder | $15,784 | $15,030+5.0% | $12,989+21.5% | $13,392+17.9% |