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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 | $853,065 | $160,070+432.9% | $147,117+479.9% | $145,897+484.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $8,963 | $5,285+69.6% | $4,932+81.7% | $4,663+92.2% |
| Participant deferral / active EE | $16,672 | $8,419+98.0% | $8,065+106.7% | $6,689+149.2% |
| Admin fee / account holder | $3,780 | $15,035-74.9% | $12,993-70.9% | $13,390-71.8% |