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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 | $644,334 | $176,120+265.8% | $159,487+304.0% | $167,553+284.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.64% | 331.95%-313.3pp | 263.71%-245.1pp | 478.89%-460.3pp |
| Employer contribution / active EE | $10,673 | $5,299+101.4% | $4,831+120.9% | $4,840+120.5% |
| Participant deferral / active EE | $9,469 | $7,752+22.2% | $7,354+28.8% | $6,343+49.3% |
| Admin fee / account holder | $379,574 | $12,561+2921.9% | $10,804+3413.4% | $12,316+2981.9% |