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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 | $685,440 | $160,028+328.3% | $147,080+366.0% | $145,884+369.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.32% | 98.60%-72.3pp | 420.17%-393.8pp | 551.85%-525.5pp |
| Employer contribution / active EE | $7,318 | $5,286+38.4% | $4,933+48.3% | $4,662+57.0% |
| Participant deferral / active EE | $12,039 | $8,422+42.9% | $8,066+49.2% | $6,690+80.0% |
| Admin fee / account holder | $41,588 | $15,030+176.7% | $12,989+220.2% | $13,392+210.5% |