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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 | $543,573 | $160,070+239.6% | $147,117+269.5% | $145,897+272.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,831 | $5,285+10.3% | $4,932+18.2% | $4,663+25.1% |
| Participant deferral / active EE | $10,156 | $8,419+20.6% | $8,065+25.9% | $6,689+51.8% |
| Admin fee / account holder | $19,197 | $15,035+27.7% | $12,993+47.7% | $13,390+43.4% |