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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 | $503,805 | $160,028+214.8% | $147,080+242.5% | $145,884+245.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $13,206 | $5,286+149.8% | $4,933+167.7% | $4,662+183.2% |
| Participant deferral / active EE | $11,518 | $8,422+36.8% | $8,066+42.8% | $6,690+72.2% |
| Admin fee / account holder | $115,967 | $15,030+671.6% | $12,989+792.8% | $13,392+766.0% |