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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 | $613,716 | $160,040+283.5% | $147,096+317.2% | $145,877+320.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,037 | $5,289-80.4% | $4,936-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $15,533 | $8,429+84.3% | $8,071+92.5% | $6,691+132.2% |
| Admin fee / account holder | $93,953 | $15,050+524.3% | $13,005+622.4% | $13,402+601.0% |