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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 | $551,098 | $159,934+244.6% | $147,005+274.9% | $145,959+277.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $6,441 | $5,287+21.8% | $4,934+30.5% | $4,661+38.2% |
| Participant deferral / active EE | $21,700 | $8,427+157.5% | $8,070+168.9% | $6,689+224.4% |
| Admin fee / account holder | $39,241 | $15,053+160.7% | $13,006+201.7% | $13,398+192.9% |