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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 | $160,040+236.7% | $147,096+266.3% | $145,877+269.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $10,890 | $5,289+105.9% | $4,936+120.6% | $4,663+133.5% |
| Participant deferral / active EE | $15,691 | $8,429+86.2% | $8,071+94.4% | $6,691+134.5% |
| Admin fee / account holder | $87,128 | $15,050+478.9% | $13,005+570.0% | $13,402+550.1% |