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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 | $684,978 | $159,978+328.2% | $147,041+365.8% | $145,978+369.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $6,804 | $5,288+28.7% | $4,935+37.9% | $4,662+45.9% |
| Participant deferral / active EE | $31,129 | $8,429+269.3% | $8,071+285.7% | $6,690+365.3% |
| Admin fee / account holder | $2,592 | $15,053-82.8% | $13,006-80.1% | $13,400-80.7% |