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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 | $530,262 | $160,028+231.4% | $147,080+260.5% | $145,884+263.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 98.60%-81.2pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $6,279 | $5,286+18.8% | $4,933+27.3% | $4,662+34.7% |
| Participant deferral / active EE | $10,971 | $8,422+30.3% | $8,066+36.0% | $6,690+64.0% |
| Admin fee / account holder | $173,732 | $15,030+1055.9% | $12,989+1237.5% | $13,392+1197.3% |