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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 | $571,637 | $175,231+226.2% | $149,696+281.9% | $139,466+309.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $66,000 | $5,478+1104.8% | $4,821+1269.1% | $4,754+1288.3% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $2,980 | $16,155-81.6% | $13,212-77.4% | $11,409-73.9% |