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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 | $529,637 | $144,130+267.5% | $117,861+349.4% | $147,586+258.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.99% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $5,893 | $4,897+20.3% | $3,786+55.6% | $4,876+20.8% |
| Participant deferral / active EE | $18,493 | $5,316+247.9% | $4,482+312.6% | $5,439+240.0% |
| Admin fee / account holder | $11,769 | $10,887+8.1% | $8,021+46.7% | $10,886+8.1% |