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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 | $533,553 | $202,440+163.6% | $169,390+215.0% | $139,466+282.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 532.36%-518.5pp | 406.07%-392.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $26,864 | $4,693+472.4% | $4,013+569.5% | $4,754+465.1% |
| Participant deferral / active EE | $21,177 | $6,940+205.1% | $6,222+240.3% | $6,712+215.5% |
| Admin fee / account holder | $98,477 | $10,722+818.4% | $9,015+992.4% | $11,409+763.2% |