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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 | $628,906 | $160,070+292.9% | $147,117+327.5% | $145,897+331.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $14,415 | $5,285+172.8% | $4,932+192.2% | $4,663+209.2% |
| Participant deferral / active EE | $18,844 | $8,419+123.8% | $8,065+133.7% | $6,689+181.7% |
| Admin fee / account holder | $943 | $15,035-93.7% | $12,993-92.7% | $13,390-93.0% |