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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 | $539,446 | $175,259+207.8% | $149,723+260.3% | $139,487+286.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.40% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.4pp |
| Employer contribution / active EE | $65,132 | $5,478+1088.9% | $4,821+1250.9% | $4,755+1269.8% |
| Participant deferral / active EE | $20,129 | $6,522+208.6% | $5,682+254.2% | $6,713+199.9% |
| Admin fee / account holder | $29,423 | $16,158+82.1% | $13,215+122.7% | $11,407+157.9% |