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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 | $549,228 | $160,070+243.1% | $147,117+273.3% | $145,897+276.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.46% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $20,149 | $5,285+281.3% | $4,932+308.5% | $4,663+332.1% |
| Participant deferral / active EE | $17,745 | $8,419+110.8% | $8,065+120.0% | $6,689+165.3% |
| Admin fee / account holder | $30,620 | $15,035+103.7% | $12,993+135.7% | $13,390+128.7% |