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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 | $498,005 | $226,090+120.3% | $182,531+172.8% | $152,885+225.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.94% | 192.57%-178.6pp | 148.57%-134.6pp | 345.39%-331.4pp |
| Employer contribution / active EE | $12,647 | $4,978+154.1% | $4,075+210.3% | $4,763+165.5% |
| Participant deferral / active EE | $12,667 | $6,369+98.9% | $5,525+129.3% | $5,851+116.5% |
| Admin fee / account holder | $22,539 | $10,705+110.6% | $8,593+162.3% | $11,598+94.3% |