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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 | $541,229 | $160,028+238.2% | $147,080+268.0% | $145,884+271.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $8,111 | $5,286+53.4% | $4,933+64.4% | $4,662+74.0% |
| Participant deferral / active EE | $16,768 | $8,422+99.1% | $8,066+107.9% | $6,690+150.7% |
| Admin fee / account holder | $81,073 | $15,030+439.4% | $12,989+524.2% | $13,392+505.4% |