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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 | $538,842 | $159,934+236.9% | $147,005+266.5% | $145,959+269.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $10,890 | $5,287+106.0% | $4,934+120.7% | $4,661+133.7% |
| Participant deferral / active EE | $15,691 | $8,427+86.2% | $8,070+94.4% | $6,689+134.6% |
| Admin fee / account holder | $87,128 | $15,053+478.8% | $13,006+569.9% | $13,398+550.3% |