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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 | $886,243 | $159,934+454.1% | $147,005+502.9% | $145,959+507.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.33% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,558 | $5,287-32.7% | $4,934-27.9% | $4,661-23.7% |
| Participant deferral / active EE | $20,724 | $8,427+145.9% | $8,070+156.8% | $6,689+209.8% |
| Admin fee / account holder | $5,171 | $15,053-65.6% | $13,006-60.2% | $13,398-61.4% |