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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 | $566,939 | $175,259+223.5% | $149,723+278.7% | $139,487+306.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.73% | 166.82%-137.1pp | 134.50%-104.8pp | 373.84%-344.1pp |
| Employer contribution / active EE | $19,918 | $5,478+263.6% | $4,821+313.1% | $4,755+318.9% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $3,726 | $16,158-76.9% | $13,215-71.8% | $11,407-67.3% |