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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 | $837,544 | $160,040+423.3% | $147,096+469.4% | $145,877+474.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.48% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,200 | $5,289-77.3% | $4,936-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $22,640 | $15,050+50.4% | $13,005+74.1% | $13,402+68.9% |