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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 | $160,070+285.9% | $147,117+319.9% | $145,897+323.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $6,957 | $5,285+31.7% | $4,932+41.0% | $4,663+49.2% |
| Participant deferral / active EE | $10,707 | $8,419+27.2% | $8,065+32.8% | $6,689+60.1% |
| Admin fee / account holder | $743 | $15,035-95.1% | $12,993-94.3% | $13,390-94.5% |