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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 | $748,415 | $159,934+368.0% | $147,005+409.1% | $145,959+412.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $22,392 | $5,287+323.5% | $4,934+353.8% | $4,661+380.4% |
| Participant deferral / active EE | $16,800 | $8,427+99.3% | $8,070+108.2% | $6,689+151.2% |
| Admin fee / account holder | $13,719 | $15,053-8.9% | $13,006+5.5% | $13,398+2.4% |