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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 | $559,831 | $160,070+249.7% | $147,117+280.5% | $145,897+283.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $18,097 | $5,285+242.4% | $4,932+266.9% | $4,663+288.1% |
| Participant deferral / active EE | $4,693 | $8,419-44.3% | $8,065-41.8% | $6,689-29.8% |
| Admin fee / account holder | $3,798 | $15,035-74.7% | $12,993-70.8% | $13,390-71.6% |