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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 | $924,342 | $160,040+477.6% | $147,096+528.4% | $145,877+533.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.83% | 98.49%-66.7pp | 419.75%-387.9pp | 551.28%-519.5pp |
| Employer contribution / active EE | $5,695 | $5,289+7.7% | $4,936+15.4% | $4,663+22.1% |
| Participant deferral / active EE | $20,233 | $8,429+140.1% | $8,071+150.7% | $6,691+202.4% |
| Admin fee / account holder | $6,560 | $15,050-56.4% | $13,005-49.6% | $13,402-51.1% |