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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 | $851,450 | $160,040+432.0% | $147,096+478.8% | $145,877+483.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.49% | 98.49%-79.0pp | 419.75%-400.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,818 | $5,289-65.6% | $4,936-63.2% | $4,663-61.0% |
| Participant deferral / active EE | $10,567 | $8,429+25.4% | $8,071+30.9% | $6,691+57.9% |
| Admin fee / account holder | $4,801 | $15,050-68.1% | $13,005-63.1% | $13,402-64.2% |