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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 | $580,656 | $160,070+262.8% | $147,117+294.7% | $145,897+298.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $23,000 | $5,285+335.2% | $4,932+366.3% | $4,663+393.3% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $4,380 | $15,035-70.9% | $12,993-66.3% | $13,390-67.3% |