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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 | $589,777 | $198,462+197.2% | $170,439+246.0% | $147,585+299.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 257.30%-241.3pp | 205.94%-189.9pp | 578.58%-562.6pp |
| Employer contribution / active EE | $32,211 | $6,184+420.9% | $5,433+492.9% | $4,876+560.6% |
| Participant deferral / active EE | $18,320 | $5,629+225.4% | $4,939+270.9% | $5,439+236.8% |
| Admin fee / account holder | $116,640 | $16,852+592.1% | $13,881+740.3% | $10,886+971.5% |