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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 | $699,791 | $166,020+321.5% | $164,866+324.5% | $145,959+379.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.02% | 100.08%-88.1pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $12,640 | $5,275+139.6% | $4,343+191.1% | $4,661+171.2% |
| Participant deferral / active EE | $21,079 | $6,961+202.8% | $6,033+249.4% | $6,689+215.1% |
| Admin fee / account holder | $268,840 | $16,644+1515.2% | $12,689+2018.7% | $13,398+1906.6% |