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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 | $160,040+206.9% | $147,096+233.9% | $145,877+236.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $11,727 | $5,289+121.7% | $4,936+137.6% | $4,663+151.5% |
| Participant deferral / active EE | $24,248 | $8,429+187.7% | $8,071+200.4% | $6,691+262.4% |
| Admin fee / account holder | $18,678 | $15,050+24.1% | $13,005+43.6% | $13,402+39.4% |