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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 | $475,276 | $175,231+171.2% | $149,696+217.5% | $139,466+240.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $26,918 | $5,478+391.4% | $4,821+458.4% | $4,754+466.2% |
| Participant deferral / active EE | $15,275 | $6,521+134.2% | $5,682+168.8% | $6,712+127.6% |
| Admin fee / account holder | $5,618 | $16,155-65.2% | $13,212-57.5% | $11,409-50.8% |