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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 | $600,615 | $160,028+275.3% | $147,080+308.4% | $145,884+311.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.77% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $26,198 | $5,286+395.6% | $4,933+431.0% | $4,662+461.9% |
| Participant deferral / active EE | $18,289 | $8,422+117.2% | $8,066+126.7% | $6,690+173.4% |
| Admin fee / account holder | $20,860 | $15,030+38.8% | $12,989+60.6% | $13,392+55.8% |