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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 | $159,934+244.6% | $147,005+274.9% | $145,959+277.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 98.24%-85.7pp | 418.76%-406.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $4,220 | $5,287-20.2% | $4,934-14.5% | $4,661-9.5% |
| Participant deferral / active EE | $20,220 | $8,427+139.9% | $8,070+150.6% | $6,689+202.3% |
| Admin fee / account holder | $2,601 | $15,053-82.7% | $13,006-80.0% | $13,398-80.6% |