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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 | $697,449 | $226,090+208.5% | $182,531+282.1% | $152,885+356.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.88% | 192.57%-176.7pp | 148.57%-132.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $15,508 | $4,978+211.5% | $4,075+280.5% | $4,763+225.6% |
| Participant deferral / active EE | $18,500 | $6,369+190.5% | $5,525+234.8% | $5,851+216.2% |
| Admin fee / account holder | $14,461 | $10,705+35.1% | $8,593+68.3% | $11,598+24.7% |