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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 | $611,695 | $175,259+249.0% | $149,723+308.5% | $139,487+338.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.53% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $31,063 | $5,478+467.0% | $4,821+544.3% | $4,755+553.3% |
| Participant deferral / active EE | $20,903 | $6,522+220.5% | $5,682+267.8% | $6,713+211.4% |
| Admin fee / account holder | $692 | $16,158-95.7% | $13,215-94.8% | $11,407-93.9% |