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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 | $159,934+338.7% | $147,005+377.2% | $145,959+380.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $22,975 | $5,287+334.5% | $4,934+365.6% | $4,661+392.9% |
| Participant deferral / active EE | $16,846 | $8,427+99.9% | $8,070+108.8% | $6,689+151.9% |
| Admin fee / account holder | $3,613 | $15,053-76.0% | $13,006-72.2% | $13,398-73.0% |