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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 | $534,964 | $160,070+234.2% | $147,117+263.6% | $145,897+266.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $20,981 | $5,285+297.0% | $4,932+325.4% | $4,663+350.0% |
| Participant deferral / active EE | $14,000 | $8,419+66.3% | $8,065+73.6% | $6,689+109.3% |
| Admin fee / account holder | $11,249 | $15,035-25.2% | $12,993-13.4% | $13,390-16.0% |