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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 | $552,679 | $175,231+215.4% | $149,696+269.2% | $139,466+296.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.57% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $19,800 | $5,478+261.4% | $4,821+310.7% | $4,754+316.5% |
| Participant deferral / active EE | $26,250 | $6,521+302.5% | $5,682+362.0% | $6,712+291.1% |
| Admin fee / account holder | $571,207 | $16,155+3435.8% | $13,212+4223.4% | $11,409+4906.8% |