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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 | $762,662 | $160,040+376.5% | $147,096+418.5% | $145,877+422.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $30,701 | $5,289+480.4% | $4,936+522.0% | $4,663+558.4% |
| Participant deferral / active EE | $13,946 | $8,429+65.5% | $8,071+72.8% | $6,691+108.4% |
| Admin fee / account holder | $16,675 | $15,050+10.8% | $13,005+28.2% | $13,402+24.4% |