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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 | $496,027 | $175,231+183.1% | $149,696+231.4% | $139,466+255.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $30,369 | $5,478+454.4% | $4,821+530.0% | $4,754+538.8% |
| Participant deferral / active EE | $12,784 | $6,521+96.0% | $5,682+125.0% | $6,712+90.5% |
| Admin fee / account holder | $46,395 | $16,155+187.2% | $13,212+251.2% | $11,409+306.7% |