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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 | $690,826 | $160,028+331.7% | $147,080+369.7% | $145,884+373.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.82% | 98.60%-77.8pp | 420.17%-399.3pp | 551.85%-531.0pp |
| Employer contribution / active EE | $8,242 | $5,286+55.9% | $4,933+67.1% | $4,662+76.8% |
| Participant deferral / active EE | $25,250 | $8,422+199.8% | $8,066+213.0% | $6,690+277.5% |
| Admin fee / account holder | $12,950 | $15,030-13.8% | $12,989-0.3% | $13,392-3.3% |