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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 | $715,639 | $183,988+289.0% | $162,177+341.3% | $152,897+368.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.12% | 150.79%-126.7pp | 115.60%-91.5pp | 345.43%-321.3pp |
| Employer contribution / active EE | $26,701 | $6,370+319.2% | $5,613+375.7% | $4,764+460.5% |
| Participant deferral / active EE | $20,986 | $8,032+161.3% | $7,297+187.6% | $5,851+258.7% |
| Admin fee / account holder | $8,104 | $13,123-38.2% | $10,843-25.3% | $11,599-30.1% |