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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 | $555,544 | $160,028+247.2% | $147,080+277.7% | $145,884+280.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $12,305 | $5,286+132.8% | $4,933+149.4% | $4,662+163.9% |
| Participant deferral / active EE | $13,895 | $8,422+65.0% | $8,066+72.3% | $6,690+107.7% |
| Admin fee / account holder | $48,835 | $15,030+224.9% | $12,989+276.0% | $13,392+264.7% |