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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 | $843,729 | $160,040+427.2% | $147,096+473.6% | $145,877+478.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $15,252 | $5,289+188.3% | $4,936+209.0% | $4,663+227.1% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $29,584 | $15,050+96.6% | $13,005+127.5% | $13,402+120.7% |