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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 | $638,855 | $160,070+299.1% | $147,117+334.3% | $145,897+337.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $17,270 | $5,285+226.8% | $4,932+250.1% | $4,663+270.4% |
| Participant deferral / active EE | $19,519 | $8,419+131.8% | $8,065+142.0% | $6,689+191.8% |
| Admin fee / account holder | $5,662 | $15,035-62.3% | $12,993-56.4% | $13,390-57.7% |