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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 | $506,583 | $209,425+141.9% | $178,499+183.8% | $158,966+218.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.87% | 188.80%-181.9pp | 151.10%-144.2pp | 302.95%-296.1pp |
| Employer contribution / active EE | $25,440 | $5,707+345.7% | $5,011+407.7% | $4,762+434.2% |
| Participant deferral / active EE | $14,653 | $5,955+146.1% | $5,202+181.7% | $5,983+144.9% |
| Admin fee / account holder | $52,195 | $17,078+205.6% | $13,986+273.2% | $11,250+364.0% |