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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 | $159,934+423.7% | $147,005+469.7% | $145,959+473.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.48% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,200 | $5,287-77.3% | $4,934-75.7% | $4,661-74.3% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $22,640 | $15,053+50.4% | $13,006+74.1% | $13,398+69.0% |