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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 | $496,633 | $160,028+210.3% | $147,080+237.7% | $145,884+240.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.60%-87.5pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $6,503 | $5,286+23.0% | $4,933+31.8% | $4,662+39.5% |
| Participant deferral / active EE | $15,697 | $8,422+86.4% | $8,066+94.6% | $6,690+134.7% |
| Admin fee / account holder | $4,324 | $15,030-71.2% | $12,989-66.7% | $13,392-67.7% |