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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 | $466,707 | $165,399+182.2% | $149,745+211.7% | $158,982+193.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 79.95% | 348.34%-268.4pp | 276.72%-196.8pp | 302.99%-223.0pp |
| Employer contribution / active EE | $8,831 | $5,105+73.0% | $4,646+90.1% | $4,763+85.4% |
| Participant deferral / active EE | $18,796 | $7,183+161.7% | $6,843+174.7% | $5,983+214.1% |
| Admin fee / account holder | $14,514 | $10,811+34.3% | $9,312+55.9% | $11,252+29.0% |