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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 | $747,775 | $160,040+367.2% | $147,096+408.4% | $145,877+412.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.66% | 98.49%-68.8pp | 419.75%-390.1pp | 551.28%-521.6pp |
| Employer contribution / active EE | $5,792 | $5,289+9.5% | $4,936+17.3% | $4,663+24.2% |
| Participant deferral / active EE | $22,773 | $8,429+170.2% | $8,071+182.2% | $6,691+240.4% |
| Admin fee / account holder | $31,044 | $15,050+106.3% | $13,005+138.7% | $13,402+131.6% |