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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 | $160,070+244.3% | $147,117+274.6% | $145,897+277.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $6,441 | $5,285+21.9% | $4,932+30.6% | $4,663+38.1% |
| Participant deferral / active EE | $21,700 | $8,419+157.7% | $8,065+169.1% | $6,689+224.4% |
| Admin fee / account holder | $39,241 | $15,035+161.0% | $12,993+202.0% | $13,390+193.1% |