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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 | $536,537 | $159,978+235.4% | $147,041+264.9% | $145,978+267.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $15,421 | $5,288+191.6% | $4,935+212.5% | $4,662+230.8% |
| Participant deferral / active EE | $18,263 | $8,429+116.7% | $8,071+126.3% | $6,690+173.0% |
| Admin fee / account holder | $1,728 | $15,053-88.5% | $13,006-86.7% | $13,400-87.1% |