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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 | $582,618 | $160,070+264.0% | $147,117+296.0% | $145,897+299.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $22,879 | $5,285+333.0% | $4,932+363.9% | $4,663+390.7% |
| Participant deferral / active EE | $15,114 | $8,419+79.5% | $8,065+87.4% | $6,689+125.9% |
| Admin fee / account holder | $2,162 | $15,035-85.6% | $12,993-83.4% | $13,390-83.9% |