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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 | $415,682 | $175,231+137.2% | $149,696+177.7% | $139,466+198.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.22% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $12,345 | $5,478+125.4% | $4,821+156.1% | $4,754+159.7% |
| Participant deferral / active EE | $7,686 | $6,521+17.9% | $5,682+35.3% | $6,712+14.5% |
| Admin fee / account holder | $47,291 | $16,155+192.7% | $13,212+257.9% | $11,409+314.5% |