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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 | $160,040+321.1% | $147,096+358.2% | $145,877+362.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $11,500 | $5,289+117.4% | $4,936+133.0% | $4,663+146.6% |
| Participant deferral / active EE | $9,425 | $8,429+11.8% | $8,071+16.8% | $6,691+40.9% |
| Admin fee / account holder | $24,879 | $15,050+65.3% | $13,005+91.3% | $13,402+85.6% |