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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 | $160,040+247.1% | $147,096+277.7% | $145,877+280.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $12,305 | $5,289+132.6% | $4,936+149.3% | $4,663+163.9% |
| Participant deferral / active EE | $13,895 | $8,429+64.8% | $8,071+72.2% | $6,691+107.7% |
| Admin fee / account holder | $48,835 | $15,050+224.5% | $13,005+275.5% | $13,402+264.4% |