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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 | $619,722 | $114,073+443.3% | $96,161+544.5% | $167,518+269.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.55% | 189.95%-168.4pp | 192.01%-170.5pp | 478.71%-457.2pp |
| Employer contribution / active EE | $23,371 | $3,428+581.7% | $2,798+735.2% | $4,838+383.0% |
| Participant deferral / active EE | $9,669 | $5,195+86.1% | $4,349+122.3% | $6,342+52.5% |
| Admin fee / account holder | $1,050 | $6,899-84.8% | $5,538-81.0% | $12,312-91.5% |