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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 | $607,319 | $209,428+190.0% | $178,498+240.2% | $158,950+282.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.32% | 188.78%-151.5pp | 151.09%-113.8pp | 302.91%-265.6pp |
| Employer contribution / active EE | $35,627 | $5,707+524.3% | $5,011+611.0% | $4,762+648.2% |
| Participant deferral / active EE | $6,478 | $5,955+8.8% | $5,202+24.5% | $5,983+8.3% |
| Admin fee / account holder | $47,507 | $17,077+178.2% | $13,985+239.7% | $11,248+322.3% |