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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 | $838,799 | $175,259+378.6% | $149,723+460.2% | $139,487+501.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.32% | 166.82%-130.5pp | 134.50%-98.2pp | 373.84%-337.5pp |
| Employer contribution / active EE | $27,603 | $5,478+403.9% | $4,821+472.5% | $4,755+480.5% |
| Participant deferral / active EE | $15,418 | $6,522+136.4% | $5,682+171.3% | $6,713+129.7% |
| Admin fee / account holder | $385 | $16,158-97.6% | $13,215-97.1% | $11,407-96.6% |