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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 | $578,756 | $175,231+230.3% | $149,696+286.6% | $139,466+315.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.95% | 166.77%-135.8pp | 134.46%-103.5pp | 373.66%-342.7pp |
| Employer contribution / active EE | $13,500 | $5,478+146.4% | $4,821+180.0% | $4,754+184.0% |
| Participant deferral / active EE | $25,788 | $6,521+295.4% | $5,682+353.9% | $6,712+284.2% |
| Admin fee / account holder | $3,204 | $16,155-80.2% | $13,212-75.7% | $11,409-71.9% |