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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 | $579,232 | $175,259+230.5% | $149,723+286.9% | $139,487+315.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.96% | 166.82%-154.9pp | 134.50%-122.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $29,879 | $5,478+445.4% | $4,821+519.7% | $4,755+528.4% |
| Participant deferral / active EE | $8,500 | $6,522+30.3% | $5,682+49.6% | $6,713+26.6% |
| Admin fee / account holder | $128,405 | $16,158+694.7% | $13,215+871.7% | $11,407+1025.6% |