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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 | $673,574 | $160,040+320.9% | $147,096+357.9% | $145,877+361.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 98.49%-81.1pp | 419.75%-402.3pp | 551.28%-533.9pp |
| Employer contribution / active EE | $17,247 | $5,289+226.1% | $4,936+249.4% | $4,663+269.9% |
| Participant deferral / active EE | $8,525 | $8,429+1.1% | $8,071+5.6% | $6,691+27.4% |
| Admin fee / account holder | $471,741 | $15,050+3034.5% | $13,005+3527.3% | $13,402+3419.9% |