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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 | $488,072 | $202,460+141.1% | $169,385+188.1% | $139,456+250.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 50.22% | 532.07%-481.8pp | 405.82%-355.6pp | 373.45%-323.2pp |
| Employer contribution / active EE | $23,421 | $4,691+399.2% | $4,012+483.8% | $4,753+392.8% |
| Participant deferral / active EE | $27,266 | $6,938+293.0% | $6,221+338.3% | $6,711+306.3% |
| Admin fee / account holder | $1,124 | $10,719-89.5% | $9,011-87.5% | $11,407-90.1% |