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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 | $160,040+244.4% | $147,096+274.7% | $145,877+277.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $6,441 | $5,289+21.8% | $4,936+30.5% | $4,663+38.1% |
| Participant deferral / active EE | $21,700 | $8,429+157.4% | $8,071+168.9% | $6,691+224.3% |
| Admin fee / account holder | $39,241 | $15,050+160.7% | $13,005+201.7% | $13,402+192.8% |