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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 | $482,931 | $209,422+130.6% | $178,503+170.5% | $158,982+203.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.52% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $27,859 | $5,707+388.2% | $5,011+455.9% | $4,763+484.9% |
| Participant deferral / active EE | $17,667 | $5,955+196.7% | $5,202+239.6% | $5,983+195.3% |
| Admin fee / account holder | $5,458 | $17,079-68.0% | $13,987-61.0% | $11,252-51.5% |