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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 | $657,960 | $159,934+311.4% | $147,005+347.6% | $145,959+350.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.20% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $27,584 | $5,287+421.7% | $4,934+459.0% | $4,661+491.8% |
| Participant deferral / active EE | $22,955 | $8,427+172.4% | $8,070+184.5% | $6,689+243.2% |
| Admin fee / account holder | $617 | $15,053-95.9% | $13,006-95.3% | $13,398-95.4% |