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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 | $905,279 | $175,257+416.5% | $149,717+504.7% | $139,456+549.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.49% | 166.70%-147.2pp | 134.41%-114.9pp | 373.45%-354.0pp |
| Employer contribution / active EE | $21,975 | $5,477+301.3% | $4,820+355.9% | $4,753+362.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,617 | $16,156+58.6% | $13,213+93.9% | $11,407+124.6% |