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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 | $540,034 | $160,070+237.4% | $147,117+267.1% | $145,897+270.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $14,271 | $5,285+170.0% | $4,932+189.3% | $4,663+206.1% |
| Participant deferral / active EE | $14,412 | $8,419+71.2% | $8,065+78.7% | $6,689+115.5% |
| Admin fee / account holder | $139,727 | $15,035+829.3% | $12,993+975.4% | $13,390+943.5% |