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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 | $389,287 | $160,070+143.2% | $147,117+164.6% | $145,897+166.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.76% | 98.69%-69.9pp | 420.54%-391.8pp | 552.29%-523.5pp |
| Employer contribution / active EE | $29,721 | $5,285+462.4% | $4,932+502.6% | $4,663+537.4% |
| Participant deferral / active EE | $17,389 | $8,419+106.5% | $8,065+115.6% | $6,689+159.9% |
| Admin fee / account holder | $105,395 | $15,035+601.0% | $12,993+711.2% | $13,390+687.1% |