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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 | $932,595 | $148,629+527.5% | $135,982+585.8% | $139,487+568.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 192.12% | 79.33%+112.8pp | 68.32%+123.8pp | 373.84%-181.7pp |
| Employer contribution / active EE | $10,000 | $5,247+90.6% | $4,859+105.8% | $4,755+110.3% |
| Participant deferral / active EE | $10,000 | $8,102+23.4% | $7,760+28.9% | $6,713+49.0% |
| Admin fee / account holder | $4,648 | $12,406-62.5% | $10,767-56.8% | $11,407-59.3% |