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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 | $509,838 | $144,130+253.7% | $117,861+332.6% | $147,586+245.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.18% | 531.20%-516.0pp | 335.11%-319.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $18,105 | $4,897+269.7% | $3,786+378.2% | $4,876+271.3% |
| Participant deferral / active EE | $11,261 | $5,316+111.8% | $4,482+151.3% | $5,439+107.1% |
| Admin fee / account holder | $55,495 | $10,887+409.7% | $8,021+591.9% | $10,886+409.8% |