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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 | $380,547 | $160,040+137.8% | $147,096+158.7% | $145,877+160.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $15,342 | $5,289+190.1% | $4,936+210.8% | $4,663+229.0% |
| Participant deferral / active EE | $10,430 | $8,429+23.7% | $8,071+29.2% | $6,691+55.9% |
| Admin fee / account holder | $27,369 | $15,050+81.9% | $13,005+110.4% | $13,402+104.2% |