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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 | $520,731 | $209,422+148.7% | $178,503+191.7% | $158,982+227.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.83% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $23,780 | $5,707+316.7% | $5,011+374.5% | $4,763+399.3% |
| Participant deferral / active EE | $16,741 | $5,955+181.1% | $5,202+221.8% | $5,983+179.8% |
| Admin fee / account holder | $12,945 | $17,079-24.2% | $13,987-7.4% | $11,252+15.1% |