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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 | $579,643 | $160,040+262.2% | $147,096+294.1% | $145,877+297.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $26,694 | $5,289+404.7% | $4,936+440.8% | $4,663+472.5% |
| Participant deferral / active EE | $20,467 | $8,429+142.8% | $8,071+153.6% | $6,691+205.9% |
| Admin fee / account holder | $7,939 | $15,050-47.3% | $13,005-39.0% | $13,402-40.8% |