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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 | $551,687 | $175,231+214.8% | $149,696+268.5% | $139,466+295.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 166.77%-144.2pp | 134.46%-111.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $34,398 | $5,478+527.9% | $4,821+613.5% | $4,754+623.6% |
| Participant deferral / active EE | $23,012 | $6,521+252.9% | $5,682+305.0% | $6,712+242.9% |
| Admin fee / account holder | $67,384 | $16,155+317.1% | $13,212+410.0% | $11,409+490.6% |