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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 | $159,934+242.5% | $147,005+272.6% | $145,959+275.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $23,825 | $5,287+350.6% | $4,934+382.8% | $4,661+411.2% |
| Participant deferral / active EE | $15,009 | $8,427+78.1% | $8,070+86.0% | $6,689+124.4% |
| Admin fee / account holder | $17,085 | $15,053+13.5% | $13,006+31.4% | $13,398+27.5% |