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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 | $447,688 | $160,040+179.7% | $147,096+204.4% | $145,877+206.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $9,430 | $5,289+78.3% | $4,936+91.0% | $4,663+102.2% |
| Participant deferral / active EE | $7,089 | $8,429-15.9% | $8,071-12.2% | $6,691+5.9% |
| Admin fee / account holder | $124,165 | $15,050+725.0% | $13,005+854.7% | $13,402+826.5% |