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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 | $779,753 | $160,040+387.2% | $147,096+430.1% | $145,877+434.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.21% | 98.49%-76.3pp | 419.75%-397.5pp | 551.28%-529.1pp |
| Employer contribution / active EE | $4,162 | $5,289-21.3% | $4,936-15.7% | $4,663-10.7% |
| Participant deferral / active EE | $26,055 | $8,429+209.1% | $8,071+222.8% | $6,691+289.4% |
| Admin fee / account holder | $30,937 | $15,050+105.6% | $13,005+137.9% | $13,402+130.8% |