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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 | $549,032 | $175,259+213.3% | $149,723+266.7% | $139,487+293.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.26% | 166.82%-128.6pp | 134.50%-96.2pp | 373.84%-335.6pp |
| Employer contribution / active EE | $8,544 | $5,478+56.0% | $4,821+77.2% | $4,755+79.7% |
| Participant deferral / active EE | $9,102 | $6,522+39.6% | $5,682+60.2% | $6,713+35.6% |
| Admin fee / account holder | $108,977 | $16,158+574.4% | $13,215+724.7% | $11,407+855.3% |