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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 | $812,929 | $160,040+408.0% | $147,096+452.7% | $145,877+457.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,424 | $5,289-73.1% | $4,936-71.1% | $4,663-69.5% |
| Participant deferral / active EE | $5,957 | $8,429-29.3% | $8,071-26.2% | $6,691-11.0% |
| Admin fee / account holder | $2,289 | $15,050-84.8% | $13,005-82.4% | $13,402-82.9% |