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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 | $757,271 | $160,070+373.1% | $147,117+414.7% | $145,897+419.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.94% | 98.69%-56.7pp | 420.54%-378.6pp | 552.29%-510.4pp |
| Employer contribution / active EE | $12,990 | $5,285+145.8% | $4,932+163.4% | $4,663+178.6% |
| Participant deferral / active EE | $8,953 | $8,419+6.3% | $8,065+11.0% | $6,689+33.8% |
| Admin fee / account holder | $1,325 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |