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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 | $561,465 | $134,817+316.5% | $123,973+352.9% | $155,188+261.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.95% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $42,477 | $4,425+859.9% | $4,126+929.6% | $4,248+900.0% |
| Participant deferral / active EE | $5,338 | $5,706-6.5% | $5,247+1.7% | $6,531-18.3% |
| Admin fee / account holder | $19,833 | $13,245+49.7% | $11,799+68.1% | $14,480+37.0% |