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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 | $558,244 | $159,978+249.0% | $147,041+279.7% | $145,978+282.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 98.36%-85.1pp | 419.21%-405.9pp | 550.52%-537.3pp |
| Employer contribution / active EE | $14,386 | $5,288+172.0% | $4,935+191.5% | $4,662+208.6% |
| Participant deferral / active EE | $12,715 | $8,429+50.9% | $8,071+57.5% | $6,690+90.1% |
| Admin fee / account holder | $50,888 | $15,053+238.1% | $13,006+291.3% | $13,400+279.8% |