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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 | $564,988 | $175,231+222.4% | $149,696+277.4% | $139,466+305.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.61% | 166.77%-151.2pp | 134.46%-118.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $26,113 | $5,478+376.7% | $4,821+441.7% | $4,754+449.3% |
| Participant deferral / active EE | $32,898 | $6,521+404.5% | $5,682+479.0% | $6,712+390.2% |
| Admin fee / account holder | $47,623 | $16,155+194.8% | $13,212+260.5% | $11,409+317.4% |