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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 | $496,814 | $160,070+210.4% | $147,117+237.7% | $145,897+240.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $18,564 | $5,285+251.3% | $4,932+276.4% | $4,663+298.1% |
| Participant deferral / active EE | $9,329 | $8,419+10.8% | $8,065+15.7% | $6,689+39.5% |
| Admin fee / account holder | $85,368 | $15,035+467.8% | $12,993+557.0% | $13,390+537.5% |