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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 | $160,070+198.8% | $147,117+225.1% | $145,897+227.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.23% | 98.69%-77.5pp | 420.54%-399.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $16,705 | $5,285+216.1% | $4,932+238.7% | $4,663+258.3% |
| Participant deferral / active EE | $9,457 | $8,419+12.3% | $8,065+17.3% | $6,689+41.4% |
| Admin fee / account holder | $32,508 | $15,035+116.2% | $12,993+150.2% | $13,390+142.8% |