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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 | $793,158 | $160,040+395.6% | $147,096+439.2% | $145,877+443.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.31% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,936+1.3% | $4,663+7.2% |
| Participant deferral / active EE | $23,557 | $8,429+179.5% | $8,071+191.9% | $6,691+252.1% |
| Admin fee / account holder | $15,728 | $15,050+4.5% | $13,005+20.9% | $13,402+17.4% |