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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 | $486,005 | $175,231+177.4% | $149,696+224.7% | $139,466+248.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.09% | 166.77%-146.7pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $14,609 | $5,478+166.7% | $4,821+203.0% | $4,754+207.3% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $1,061 | $16,155-93.4% | $13,212-92.0% | $11,409-90.7% |