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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 | $612,806 | $160,040+282.9% | $147,096+316.6% | $145,877+320.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,308 | $5,289-37.5% | $4,936-33.0% | $4,663-29.1% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $10,441 | $15,050-30.6% | $13,005-19.7% | $13,402-22.1% |