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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 | $491,124 | $160,070+206.8% | $147,117+233.8% | $145,897+236.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $11,727 | $5,285+121.9% | $4,932+137.7% | $4,663+151.5% |
| Participant deferral / active EE | $24,248 | $8,419+188.0% | $8,065+200.7% | $6,689+262.5% |
| Admin fee / account holder | $18,678 | $15,035+24.2% | $12,993+43.8% | $13,390+39.5% |