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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 | $478,297 | $160,040+198.9% | $147,096+225.2% | $145,877+227.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.23% | 98.49%-77.3pp | 419.75%-398.5pp | 551.28%-530.1pp |
| Employer contribution / active EE | $16,705 | $5,289+215.8% | $4,936+238.4% | $4,663+258.3% |
| Participant deferral / active EE | $9,457 | $8,429+12.2% | $8,071+17.2% | $6,691+41.4% |
| Admin fee / account holder | $32,508 | $15,050+116.0% | $13,005+150.0% | $13,402+142.6% |