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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 | $645,793 | $175,231+268.5% | $149,696+331.4% | $139,466+363.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.64% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $49,063 | $5,478+795.6% | $4,821+917.7% | $4,754+932.0% |
| Participant deferral / active EE | $23,627 | $6,521+262.3% | $5,682+315.8% | $6,712+252.0% |
| Admin fee / account holder | $200,773 | $16,155+1142.8% | $13,212+1419.6% | $11,409+1659.8% |