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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 | $722,321 | $160,028+351.4% | $147,080+391.1% | $145,884+395.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.62% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,114 | $5,286+15.7% | $4,933+23.9% | $4,662+31.1% |
| Participant deferral / active EE | $14,717 | $8,422+74.8% | $8,066+82.5% | $6,690+120.0% |
| Admin fee / account holder | $62,490 | $15,030+315.8% | $12,989+381.1% | $13,392+366.6% |