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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 | $658,986 | $184,000+258.1% | $162,185+306.3% | $152,909+331.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.96% | 150.80%-122.8pp | 115.61%-87.6pp | 345.46%-317.5pp |
| Employer contribution / active EE | $8,333 | $6,370+30.8% | $5,613+48.5% | $4,764+74.9% |
| Participant deferral / active EE | $17,833 | $8,033+122.0% | $7,297+144.4% | $5,851+204.8% |
| Admin fee / account holder | $2,589 | $13,124-80.3% | $10,844-76.1% | $11,601-77.7% |