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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 | $846,556 | $160,040+429.0% | $147,096+475.5% | $145,877+480.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $8,408 | $5,289+59.0% | $4,936+70.3% | $4,663+80.3% |
| Participant deferral / active EE | $13,178 | $8,429+56.3% | $8,071+63.3% | $6,691+97.0% |
| Admin fee / account holder | $34,484 | $15,050+129.1% | $13,005+165.2% | $13,402+157.3% |