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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 | $505,879 | $160,070+216.0% | $147,117+243.9% | $145,897+246.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $6,667 | $5,285+26.2% | $4,932+35.2% | $4,663+43.0% |
| Participant deferral / active EE | $23,883 | $8,419+183.7% | $8,065+196.2% | $6,689+257.0% |
| Admin fee / account holder | $4,411 | $15,035-70.7% | $12,993-66.1% | $13,390-67.1% |