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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 | $538,842 | $160,070+236.6% | $147,117+266.3% | $145,897+269.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $10,890 | $5,285+106.1% | $4,932+120.8% | $4,663+133.6% |
| Participant deferral / active EE | $15,691 | $8,419+86.4% | $8,065+94.6% | $6,689+134.6% |
| Admin fee / account holder | $87,128 | $15,035+479.5% | $12,993+570.6% | $13,390+550.7% |