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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 | $989,639 | $160,028+518.4% | $147,080+572.9% | $145,884+578.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $6,880 | $5,286+30.2% | $4,933+39.5% | $4,662+47.6% |
| Participant deferral / active EE | $4,950 | $8,422-41.2% | $8,066-38.6% | $6,690-26.0% |
| Admin fee / account holder | $16,846 | $15,030+12.1% | $12,989+29.7% | $13,392+25.8% |