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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 | $160,040+234.3% | $147,096+263.7% | $145,877+266.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $20,981 | $5,289+296.7% | $4,936+325.1% | $4,663+350.0% |
| Participant deferral / active EE | $14,000 | $8,429+66.1% | $8,071+73.5% | $6,691+109.3% |
| Admin fee / account holder | $11,249 | $15,050-25.3% | $13,005-13.5% | $13,402-16.1% |