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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 | $516,734 | $175,259+194.8% | $149,723+245.1% | $139,487+270.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.31% | 166.82%-147.5pp | 134.50%-115.2pp | 373.84%-354.5pp |
| Employer contribution / active EE | $25,294 | $5,478+361.7% | $4,821+424.6% | $4,755+432.0% |
| Participant deferral / active EE | $19,219 | $6,522+194.7% | $5,682+238.2% | $6,713+186.3% |
| Admin fee / account holder | $14,326 | $16,158-11.3% | $13,215+8.4% | $11,407+25.6% |