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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 | $804,262 | $160,040+402.5% | $147,096+446.8% | $145,877+451.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $11,667 | $5,289+120.6% | $4,936+136.4% | $4,663+150.2% |
| Participant deferral / active EE | $3,200 | $8,429-62.0% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $5,624 | $15,050-62.6% | $13,005-56.8% | $13,402-58.0% |