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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 | $818,052 | $159,978+411.4% | $147,041+456.3% | $145,978+460.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 98.36%-84.4pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,460 | $5,288-72.4% | $4,935-70.4% | $4,662-68.7% |
| Participant deferral / active EE | $17,210 | $8,429+104.2% | $8,071+113.2% | $6,690+157.3% |
| Admin fee / account holder | $53,963 | $15,053+258.5% | $13,006+314.9% | $13,400+302.7% |