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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 | $509,863 | $184,000+177.1% | $162,185+214.4% | $152,909+233.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.41% | 150.80%-130.4pp | 115.61%-95.2pp | 345.46%-325.1pp |
| Employer contribution / active EE | $25,421 | $6,370+299.1% | $5,613+352.9% | $4,764+433.6% |
| Participant deferral / active EE | $16,066 | $8,033+100.0% | $7,297+120.2% | $5,851+174.6% |
| Admin fee / account holder | $2,681 | $13,124-79.6% | $10,844-75.3% | $11,601-76.9% |