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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 | $575,213 | $184,000+212.6% | $162,185+254.7% | $152,909+276.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 78.74% | 150.80%-72.1pp | 115.61%-36.9pp | 345.46%-266.7pp |
| Employer contribution / active EE | $24,321 | $6,370+281.8% | $5,613+333.3% | $4,764+410.5% |
| Participant deferral / active EE | $12,512 | $8,033+55.8% | $7,297+71.5% | $5,851+113.8% |
| Admin fee / account holder | $30,985 | $13,124+136.1% | $10,844+185.7% | $11,601+167.1% |