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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 | $160,028+244.4% | $147,080+274.7% | $145,884+277.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $6,441 | $5,286+21.9% | $4,933+30.6% | $4,662+38.2% |
| Participant deferral / active EE | $21,700 | $8,422+157.7% | $8,066+169.0% | $6,690+224.4% |
| Admin fee / account holder | $39,241 | $15,030+161.1% | $12,989+202.1% | $13,392+193.0% |