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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 | $551,148 | $160,070+244.3% | $147,117+274.6% | $145,897+277.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 98.69%-86.2pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,220 | $5,285-20.1% | $4,932-14.4% | $4,663-9.5% |
| Participant deferral / active EE | $20,220 | $8,419+140.2% | $8,065+150.7% | $6,689+202.3% |
| Admin fee / account holder | $2,601 | $15,035-82.7% | $12,993-80.0% | $13,390-80.6% |