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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 | $394,776 | $166,131+137.6% | $164,975+139.3% | $145,877+170.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.76% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $12,212 | $5,276+131.5% | $4,343+181.2% | $4,663+161.9% |
| Participant deferral / active EE | $10,356 | $6,962+48.7% | $6,033+71.6% | $6,691+54.8% |
| Admin fee / account holder | $27,919 | $16,648+67.7% | $12,688+120.0% | $13,402+108.3% |