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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 | $453,918 | $160,070+183.6% | $147,117+208.5% | $145,897+211.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $22,981 | $5,285+334.9% | $4,932+365.9% | $4,663+392.9% |
| Participant deferral / active EE | $22,136 | $8,419+162.9% | $8,065+174.5% | $6,689+230.9% |
| Admin fee / account holder | $5,336 | $15,035-64.5% | $12,993-58.9% | $13,390-60.1% |