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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 | $966,859 | $183,988+425.5% | $162,177+496.2% | $152,897+532.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.85% | 150.79%-134.9pp | 115.60%-99.8pp | 345.43%-329.6pp |
| Employer contribution / active EE | $20,204 | $6,370+217.2% | $5,613+259.9% | $4,764+324.1% |
| Participant deferral / active EE | $14,704 | $8,032+83.1% | $7,297+101.5% | $5,851+151.3% |
| Admin fee / account holder | $7,382 | $13,123-43.7% | $10,843-31.9% | $11,599-36.4% |