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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 | $518,869 | $175,259+196.1% | $149,723+246.6% | $139,487+272.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.7pp |
| Employer contribution / active EE | $18,071 | $5,478+229.9% | $4,821+274.8% | $4,755+280.1% |
| Participant deferral / active EE | $11,336 | $6,522+73.8% | $5,682+99.5% | $6,713+68.9% |
| Admin fee / account holder | $5,242 | $16,158-67.6% | $13,215-60.3% | $11,407-54.1% |