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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 | $492,069 | $160,070+207.4% | $147,117+234.5% | $145,897+237.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $7,220 | $5,285+36.6% | $4,932+46.4% | $4,663+54.8% |
| Participant deferral / active EE | $17,242 | $8,419+104.8% | $8,065+113.8% | $6,689+157.8% |
| Admin fee / account holder | $30,282 | $15,035+101.4% | $12,993+133.1% | $13,390+126.1% |