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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 | $650,445 | $159,934+306.7% | $147,005+342.5% | $145,959+345.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $21,678 | $5,287+310.0% | $4,934+339.3% | $4,661+365.1% |
| Participant deferral / active EE | $16,426 | $8,427+94.9% | $8,070+103.5% | $6,689+145.6% |
| Admin fee / account holder | $51,738 | $15,053+243.7% | $13,006+297.8% | $13,398+286.2% |