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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 | $549,393 | $176,077+212.0% | $159,455+244.5% | $167,518+228.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.83%-321.9pp | 263.63%-253.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $9,292 | $5,298+75.4% | $4,830+92.4% | $4,838+92.1% |
| Participant deferral / active EE | $20,400 | $7,751+163.2% | $7,353+177.4% | $6,342+221.7% |
| Admin fee / account holder | $47,938 | $12,556+281.8% | $10,800+343.9% | $12,312+289.3% |