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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 | $625,493 | $160,070+290.8% | $147,117+325.2% | $145,897+328.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $22,151 | $5,285+319.2% | $4,932+349.1% | $4,663+375.1% |
| Participant deferral / active EE | $16,357 | $8,419+94.3% | $8,065+102.8% | $6,689+144.5% |
| Admin fee / account holder | $20,970 | $15,035+39.5% | $12,993+61.4% | $13,390+56.6% |