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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 | $814,064 | $175,231+364.6% | $149,696+443.8% | $139,466+483.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.86% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $34,614 | $5,478+531.9% | $4,821+618.0% | $4,754+628.1% |
| Participant deferral / active EE | $21,923 | $6,521+236.2% | $5,682+285.8% | $6,712+226.6% |
| Admin fee / account holder | $13,763 | $16,155-14.8% | $13,212+4.2% | $11,409+20.6% |