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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 | $528,746 | $175,259+201.7% | $149,723+253.1% | $139,487+279.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 166.82%-147.7pp | 134.50%-115.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $15,231 | $5,478+178.0% | $4,821+215.9% | $4,755+220.3% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $32,420 | $16,158+100.6% | $13,215+145.3% | $11,407+184.2% |