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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 | $547,325 | $183,988+197.5% | $162,177+237.5% | $152,897+258.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.31% | 150.79%-118.5pp | 115.60%-83.3pp | 345.43%-313.1pp |
| Employer contribution / active EE | $22,331 | $6,370+250.6% | $5,613+297.8% | $4,764+368.8% |
| Participant deferral / active EE | $14,140 | $8,032+76.0% | $7,297+93.8% | $5,851+141.7% |
| Admin fee / account holder | $55,316 | $13,123+321.5% | $10,843+410.1% | $11,599+376.9% |