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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 | $692,848 | $160,070+332.8% | $147,117+371.0% | $145,897+374.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.89% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $17,979 | $5,285+240.2% | $4,932+264.5% | $4,663+285.6% |
| Participant deferral / active EE | $9,353 | $8,419+11.1% | $8,065+16.0% | $6,689+39.8% |
| Admin fee / account holder | $17,607 | $15,035+17.1% | $12,993+35.5% | $13,390+31.5% |