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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 | $487,832 | $144,130+238.5% | $117,861+313.9% | $147,586+230.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.39% | 531.20%-515.8pp | 335.11%-319.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $15,005 | $4,897+206.4% | $3,786+296.3% | $4,876+207.7% |
| Participant deferral / active EE | $15,404 | $5,316+189.8% | $4,482+243.7% | $5,439+183.2% |
| Admin fee / account holder | $3,340 | $10,887-69.3% | $8,021-58.4% | $10,886-69.3% |