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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 | $758,274 | $159,978+374.0% | $147,041+415.7% | $145,978+419.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $7,171 | $5,288+35.6% | $4,935+45.3% | $4,662+53.8% |
| Participant deferral / active EE | $18,469 | $8,429+119.1% | $8,071+128.8% | $6,690+176.1% |
| Admin fee / account holder | $5,797 | $15,053-61.5% | $13,006-55.4% | $13,400-56.7% |