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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 | $548,172 | $159,978+242.7% | $147,041+272.8% | $145,978+275.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $37,468 | $5,288+608.5% | $4,935+659.2% | $4,662+703.7% |
| Participant deferral / active EE | $19,052 | $8,429+126.0% | $8,071+136.1% | $6,690+184.8% |
| Admin fee / account holder | $11,070 | $15,053-26.5% | $13,006-14.9% | $13,400-17.4% |