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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 | $511,173 | $160,070+219.3% | $147,117+247.5% | $145,897+250.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $8,715 | $5,285+64.9% | $4,932+76.7% | $4,663+86.9% |
| Participant deferral / active EE | $16,261 | $8,419+93.1% | $8,065+101.6% | $6,689+143.1% |
| Admin fee / account holder | $12,128 | $15,035-19.3% | $12,993-6.7% | $13,390-9.4% |