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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 | $555,607 | $226,090+145.7% | $182,531+204.4% | $152,885+263.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.51% | 192.57%-172.1pp | 148.57%-128.1pp | 345.39%-324.9pp |
| Employer contribution / active EE | $11,742 | $4,978+135.9% | $4,075+188.1% | $4,763+146.5% |
| Participant deferral / active EE | $2,162 | $6,369-66.1% | $5,525-60.9% | $5,851-63.1% |
| Admin fee / account holder | $29,455 | $10,705+175.2% | $8,593+242.8% | $11,598+154.0% |