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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 | $902,532 | $159,978+464.2% | $147,041+513.8% | $145,978+518.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 98.36%-82.6pp | 419.21%-403.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $10,280 | $5,288+94.4% | $4,935+108.3% | $4,662+120.5% |
| Participant deferral / active EE | $22,477 | $8,429+166.7% | $8,071+178.5% | $6,690+236.0% |
| Admin fee / account holder | $7,222 | $15,053-52.0% | $13,006-44.5% | $13,400-46.1% |