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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 | $601,865 | $175,259+243.4% | $149,723+302.0% | $139,487+331.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.70% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $11,712 | $5,478+113.8% | $4,821+142.9% | $4,755+146.3% |
| Participant deferral / active EE | $21,444 | $6,522+228.8% | $5,682+277.4% | $6,713+219.5% |
| Admin fee / account holder | $104,664 | $16,158+547.7% | $13,215+692.0% | $11,407+817.5% |