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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 | $676,069 | $160,070+322.4% | $147,117+359.5% | $145,897+363.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,696 | $5,285+7.8% | $4,932+15.5% | $4,663+22.2% |
| Participant deferral / active EE | $23,938 | $8,419+184.3% | $8,065+196.8% | $6,689+257.9% |
| Admin fee / account holder | $81,177 | $15,035+439.9% | $12,993+524.8% | $13,390+506.2% |