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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 | $745,310 | $160,028+365.7% | $147,080+406.7% | $145,884+410.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.55% | 98.60%-68.1pp | 420.17%-389.6pp | 551.85%-521.3pp |
| Employer contribution / active EE | $24,378 | $5,286+361.2% | $4,933+394.2% | $4,662+422.9% |
| Participant deferral / active EE | $6,973 | $8,422-17.2% | $8,066-13.6% | $6,690+4.2% |
| Admin fee / account holder | $1,045 | $15,030-93.0% | $12,989-92.0% | $13,392-92.2% |