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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 | $617,693 | $160,040+286.0% | $147,096+319.9% | $145,877+323.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $6,957 | $5,289+31.5% | $4,936+40.9% | $4,663+49.2% |
| Participant deferral / active EE | $10,707 | $8,429+27.0% | $8,071+32.7% | $6,691+60.0% |
| Admin fee / account holder | $743 | $15,050-95.1% | $13,005-94.3% | $13,402-94.5% |