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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 | $658,612 | $167,353+293.5% | $143,797+358.0% | $134,545+389.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 155.58% | 0.48%+155.1pp | -0.04%+155.6pp | 418.37%-262.8pp |
| Employer contribution / active EE | $12,151 | $5,620+116.2% | $4,952+145.4% | $4,742+156.3% |
| Participant deferral / active EE | $8,096 | $6,447+25.6% | $5,638+43.6% | $6,401+26.5% |
| Admin fee / account holder | $1,265 | $18,096-93.0% | $14,679-91.4% | $11,431-88.9% |