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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 | $804,480 | $175,231+359.1% | $149,696+437.4% | $139,466+476.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.09% | 166.77%-126.7pp | 134.46%-94.4pp | 373.66%-333.6pp |
| Employer contribution / active EE | $22,334 | $5,478+307.7% | $4,821+363.3% | $4,754+369.8% |
| Participant deferral / active EE | $11,400 | $6,521+74.8% | $5,682+100.6% | $6,712+69.8% |
| Admin fee / account holder | $1,655 | $16,155-89.8% | $13,212-87.5% | $11,409-85.5% |