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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 | $581,908 | $160,040+263.6% | $147,096+295.6% | $145,877+298.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $11,414 | $5,289+115.8% | $4,936+131.3% | $4,663+144.8% |
| Participant deferral / active EE | $15,235 | $8,429+80.8% | $8,071+88.8% | $6,691+127.7% |
| Admin fee / account holder | $4,812 | $15,050-68.0% | $13,005-63.0% | $13,402-64.1% |