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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 | $159,978+454.0% | $147,041+502.7% | $145,978+507.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.33% | 98.36%-84.0pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,558 | $5,288-32.7% | $4,935-27.9% | $4,662-23.7% |
| Participant deferral / active EE | $20,724 | $8,429+145.9% | $8,071+156.8% | $6,690+209.8% |
| Admin fee / account holder | $5,171 | $15,053-65.6% | $13,006-60.2% | $13,400-61.4% |