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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 | $664,920 | $160,040+315.5% | $147,096+352.0% | $145,877+355.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $26,303 | $5,289+397.3% | $4,936+432.9% | $4,663+464.1% |
| Participant deferral / active EE | $5,528 | $8,429-34.4% | $8,071-31.5% | $6,691-17.4% |
| Admin fee / account holder | $321,920 | $15,050+2039.0% | $13,005+2375.3% | $13,402+2302.0% |