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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 | $691,639 | $176,120+292.7% | $159,487+333.7% | $167,553+312.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.34% | 331.95%-309.6pp | 263.71%-241.4pp | 478.89%-456.5pp |
| Employer contribution / active EE | $14,744 | $5,299+178.2% | $4,831+205.2% | $4,840+204.7% |
| Participant deferral / active EE | $10,965 | $7,752+41.5% | $7,354+49.1% | $6,343+72.9% |
| Admin fee / account holder | $15,643 | $12,561+24.5% | $10,804+44.8% | $12,316+27.0% |