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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 | $704,050 | $175,259+301.7% | $149,723+370.2% | $139,487+404.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 166.82%-150.9pp | 134.50%-118.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $28,607 | $5,478+422.2% | $4,821+493.3% | $4,755+501.7% |
| Participant deferral / active EE | $18,529 | $6,522+184.1% | $5,682+226.1% | $6,713+176.0% |
| Admin fee / account holder | $2,458 | $16,158-84.8% | $13,215-81.4% | $11,407-78.5% |