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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 | $684,586 | $209,428+226.9% | $178,498+283.5% | $158,950+330.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.30% | 188.78%-157.5pp | 151.09%-119.8pp | 302.91%-271.6pp |
| Employer contribution / active EE | $21,510 | $5,707+276.9% | $5,011+329.2% | $4,762+351.7% |
| Participant deferral / active EE | $14,203 | $5,955+138.5% | $5,202+173.0% | $5,983+137.4% |
| Admin fee / account holder | $179,442 | $17,077+950.8% | $13,985+1183.1% | $11,248+1495.3% |