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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 | $515,800 | $175,259+194.3% | $149,723+244.5% | $139,487+269.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $39,870 | $5,478+627.8% | $4,821+727.0% | $4,755+738.6% |
| Participant deferral / active EE | $24,458 | $6,522+275.0% | $5,682+330.4% | $6,713+264.4% |
| Admin fee / account holder | $10,673 | $16,158-33.9% | $13,215-19.2% | $11,407-6.4% |