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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 | $489,845 | $159,934+206.3% | $147,005+233.2% | $145,959+235.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.66% | 98.24%-76.6pp | 418.76%-397.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $2,997 | $5,287-43.3% | $4,934-39.3% | $4,661-35.7% |
| Participant deferral / active EE | $14,113 | $8,427+67.5% | $8,070+74.9% | $6,689+111.0% |
| Admin fee / account holder | $4,288 | $15,053-71.5% | $13,006-67.0% | $13,398-68.0% |