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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 | $625,611 | $160,070+290.8% | $147,117+325.2% | $145,897+328.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $6,345 | $5,285+20.1% | $4,932+28.6% | $4,663+36.1% |
| Participant deferral / active EE | $7,453 | $8,419-11.5% | $8,065-7.6% | $6,689+11.4% |
| Admin fee / account holder | $5,000 | $15,035-66.7% | $12,993-61.5% | $13,390-62.7% |