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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 | $862,703 | $160,070+439.0% | $147,117+486.4% | $145,897+491.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.49% | 98.69%-80.2pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $8,080 | $5,285+52.9% | $4,932+63.8% | $4,663+73.3% |
| Participant deferral / active EE | $17,442 | $8,419+107.2% | $8,065+116.3% | $6,689+160.7% |
| Admin fee / account holder | $3,226 | $15,035-78.5% | $12,993-75.2% | $13,390-75.9% |