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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 | $494,822 | $180,749+173.8% | $160,784+207.8% | $137,256+260.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.59% | 2234.46%-2222.9pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,577 | $4,155-13.9% | $3,733-4.2% | $4,156-13.9% |
| Participant deferral / active EE | $4,214 | $6,844-38.4% | $6,293-33.0% | $6,407-34.2% |
| Admin fee / account holder | $18,377 | $10,397+76.8% | $9,717+89.1% | $12,270+49.8% |