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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 | $503,947 | $175,259+187.5% | $149,723+236.6% | $139,487+261.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 39.43% | 166.82%-127.4pp | 134.50%-95.1pp | 373.84%-334.4pp |
| Employer contribution / active EE | $14,490 | $5,478+164.5% | $4,821+200.5% | $4,755+204.8% |
| Participant deferral / active EE | $9,607 | $6,522+47.3% | $5,682+69.1% | $6,713+43.1% |
| Admin fee / account holder | $1,170 | $16,158-92.8% | $13,215-91.1% | $11,407-89.7% |