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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 | $702,487 | $175,257+300.8% | $149,717+369.2% | $139,456+403.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.63% | 166.70%-129.1pp | 134.41%-96.8pp | 373.45%-335.8pp |
| Employer contribution / active EE | $27,058 | $5,477+394.1% | $4,820+461.4% | $4,753+469.3% |
| Participant deferral / active EE | $22,284 | $6,521+241.7% | $5,682+292.2% | $6,711+232.0% |
| Admin fee / account holder | $90,002 | $16,156+457.1% | $13,213+581.2% | $11,407+689.0% |