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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 | $988,648 | $176,120+461.3% | $159,487+519.9% | $167,553+490.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 172.35% | 331.95%-159.6pp | 263.71%-91.4pp | 478.89%-306.5pp |
| Employer contribution / active EE | $6,250 | $5,299+17.9% | $4,831+29.4% | $4,840+29.1% |
| Participant deferral / active EE | $22,235 | $7,752+186.8% | $7,354+202.4% | $6,343+250.6% |
| Admin fee / account holder | $3,415 | $12,561-72.8% | $10,804-68.4% | $12,316-72.3% |