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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 | $701,561 | $160,070+338.3% | $147,117+376.9% | $145,897+380.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $22,975 | $5,285+334.8% | $4,932+365.8% | $4,663+392.7% |
| Participant deferral / active EE | $16,846 | $8,419+100.1% | $8,065+108.9% | $6,689+151.8% |
| Admin fee / account holder | $3,613 | $15,035-76.0% | $12,993-72.2% | $13,390-73.0% |