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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 | $546,613 | $160,028+241.6% | $147,080+271.6% | $145,884+274.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.86% | 98.60%-62.7pp | 420.17%-384.3pp | 551.85%-516.0pp |
| Employer contribution / active EE | $11,767 | $5,286+122.6% | $4,933+138.5% | $4,662+152.4% |
| Participant deferral / active EE | $12,100 | $8,422+43.7% | $8,066+50.0% | $6,690+80.9% |
| Admin fee / account holder | $18,787 | $15,030+25.0% | $12,989+44.6% | $13,392+40.3% |