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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 | $529,368 | $160,028+230.8% | $147,080+259.9% | $145,884+262.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $5,991 | $5,286+13.4% | $4,933+21.4% | $4,662+28.5% |
| Participant deferral / active EE | $21,229 | $8,422+152.1% | $8,066+163.2% | $6,690+217.3% |
| Admin fee / account holder | $4,784 | $15,030-68.2% | $12,989-63.2% | $13,392-64.3% |