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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 | $160,040+249.8% | $147,096+280.6% | $145,877+283.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $18,097 | $5,289+242.1% | $4,936+266.6% | $4,663+288.1% |
| Participant deferral / active EE | $4,693 | $8,429-44.3% | $8,071-41.9% | $6,691-29.9% |
| Admin fee / account holder | $3,798 | $15,050-74.8% | $13,005-70.8% | $13,402-71.7% |