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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 | $839,314 | $160,070+424.3% | $147,117+470.5% | $145,897+475.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.12% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $22,222 | $5,285+320.5% | $4,932+350.5% | $4,663+376.6% |
| Participant deferral / active EE | $15,328 | $8,419+82.1% | $8,065+90.1% | $6,689+129.1% |
| Admin fee / account holder | $6,698 | $15,035-55.5% | $12,993-48.4% | $13,390-50.0% |