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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 | $951,839 | $175,231+443.2% | $149,696+535.8% | $139,466+582.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.34% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $18,260 | $5,478+233.3% | $4,821+278.8% | $4,754+284.1% |
| Participant deferral / active EE | $17,073 | $6,521+161.8% | $5,682+200.5% | $6,712+154.4% |
| Admin fee / account holder | $42,776 | $16,155+164.8% | $13,212+223.8% | $11,409+274.9% |