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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 | $564,867 | $160,070+252.9% | $147,117+284.0% | $145,897+287.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $14,183 | $5,285+168.4% | $4,932+187.5% | $4,663+204.2% |
| Participant deferral / active EE | $13,014 | $8,419+54.6% | $8,065+61.4% | $6,689+94.6% |
| Admin fee / account holder | $2,275 | $15,035-84.9% | $12,993-82.5% | $13,390-83.0% |