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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 | $478,764 | $160,040+199.2% | $147,096+225.5% | $145,877+228.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $15,150 | $5,289+186.4% | $4,936+206.9% | $4,663+224.9% |
| Participant deferral / active EE | $12,453 | $8,429+47.7% | $8,071+54.3% | $6,691+86.1% |
| Admin fee / account holder | $21,442 | $15,050+42.5% | $13,005+64.9% | $13,402+60.0% |