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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 | $547,767 | $160,040+242.3% | $147,096+272.4% | $145,877+275.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $23,825 | $5,289+350.4% | $4,936+382.7% | $4,663+410.9% |
| Participant deferral / active EE | $15,009 | $8,429+78.1% | $8,071+86.0% | $6,691+124.3% |
| Admin fee / account holder | $17,085 | $15,050+13.5% | $13,005+31.4% | $13,402+27.5% |