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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 | $673,969 | $159,934+321.4% | $147,005+358.5% | $145,959+361.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.24%-86.6pp | 418.76%-407.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $11,500 | $5,287+117.5% | $4,934+133.1% | $4,661+146.7% |
| Participant deferral / active EE | $9,425 | $8,427+11.8% | $8,070+16.8% | $6,689+40.9% |
| Admin fee / account holder | $24,879 | $15,053+65.3% | $13,006+91.3% | $13,398+85.7% |