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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 | $889,230 | $160,070+455.5% | $147,117+504.4% | $145,897+509.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,639 | $5,285-12.2% | $4,932-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $14,365 | $8,419+70.6% | $8,065+78.1% | $6,689+114.7% |
| Admin fee / account holder | $3,171 | $15,035-78.9% | $12,993-75.6% | $13,390-76.3% |