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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 | $160,070+137.7% | $147,117+158.7% | $145,897+160.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $15,342 | $5,285+190.3% | $4,932+211.0% | $4,663+229.0% |
| Participant deferral / active EE | $10,430 | $8,419+23.9% | $8,065+29.3% | $6,689+55.9% |
| Admin fee / account holder | $27,369 | $15,035+82.0% | $12,993+110.6% | $13,390+104.4% |