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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 | $859,100 | $160,028+436.8% | $147,080+484.1% | $145,884+488.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.24% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $13,707 | $5,286+159.3% | $4,933+177.8% | $4,662+194.0% |
| Participant deferral / active EE | $8,000 | $8,422-5.0% | $8,066-0.8% | $6,690+19.6% |
| Admin fee / account holder | $3,893 | $15,030-74.1% | $12,989-70.0% | $13,392-70.9% |