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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 | $445,677 | $160,070+178.4% | $147,117+202.9% | $145,897+205.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.69% | 98.69%-75.0pp | 420.54%-396.8pp | 552.29%-528.6pp |
| Employer contribution / active EE | $8,210 | $5,285+55.4% | $4,932+66.4% | $4,663+76.1% |
| Participant deferral / active EE | $10,172 | $8,419+20.8% | $8,065+26.1% | $6,689+52.1% |
| Admin fee / account holder | $152,293 | $15,035+912.9% | $12,993+1072.1% | $13,390+1037.3% |