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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 | $476,629 | $160,028+197.8% | $147,080+224.1% | $145,884+226.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $16,397 | $5,286+210.2% | $4,933+232.4% | $4,662+251.7% |
| Participant deferral / active EE | $9,870 | $8,422+17.2% | $8,066+22.4% | $6,690+47.5% |
| Admin fee / account holder | $25,000 | $15,030+66.3% | $12,989+92.5% | $13,392+86.7% |