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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 | $759,863 | $160,028+374.8% | $147,080+416.6% | $145,884+420.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,834 | $5,286-46.4% | $4,933-42.6% | $4,662-39.2% |
| Participant deferral / active EE | $20,133 | $8,422+139.1% | $8,066+149.6% | $6,690+201.0% |
| Admin fee / account holder | $8,522 | $15,030-43.3% | $12,989-34.4% | $13,392-36.4% |