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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 | $682,625 | $175,257+289.5% | $149,717+355.9% | $139,456+389.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.30% | 166.70%-142.4pp | 134.41%-110.1pp | 373.45%-349.1pp |
| Employer contribution / active EE | $71,735 | $5,477+1209.8% | $4,820+1388.4% | $4,753+1409.4% |
| Participant deferral / active EE | $23,369 | $6,521+258.4% | $5,682+311.3% | $6,711+248.2% |
| Admin fee / account holder | $1,501 | $16,156-90.7% | $13,213-88.6% | $11,407-86.8% |