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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 | $678,679 | $209,422+224.1% | $178,503+280.2% | $158,982+326.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 141.58% | 188.81%-47.2pp | 151.12%-9.5pp | 302.99%-161.4pp |
| Employer contribution / active EE | $19,558 | $5,707+242.7% | $5,011+290.3% | $4,763+310.6% |
| Participant deferral / active EE | $17,154 | $5,955+188.1% | $5,202+229.7% | $5,983+186.7% |
| Admin fee / account holder | $58,834 | $17,079+244.5% | $13,987+320.6% | $11,252+422.9% |