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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 | $866,958 | $160,040+441.7% | $147,096+489.4% | $145,877+494.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $4,500 | $5,289-14.9% | $4,936-8.8% | $4,663-3.5% |
| Participant deferral / active EE | $10,250 | $8,429+21.6% | $8,071+27.0% | $6,691+53.2% |
| Admin fee / account holder | $29,081 | $15,050+93.2% | $13,005+123.6% | $13,402+117.0% |