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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 | $769,381 | $160,070+380.7% | $147,117+423.0% | $145,897+427.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.47% | 98.69%-73.2pp | 420.54%-395.1pp | 552.29%-526.8pp |
| Employer contribution / active EE | $3,994 | $5,285-24.4% | $4,932-19.0% | $4,663-14.3% |
| Participant deferral / active EE | $8,400 | $8,419-0.2% | $8,065+4.2% | $6,689+25.6% |
| Admin fee / account holder | $46,376 | $15,035+208.4% | $12,993+256.9% | $13,390+246.3% |