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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 | $856,319 | $185,883+360.7% | $170,043+403.6% | $139,466+514.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 60.54%-44.1pp | 53.40%-36.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $28,067 | $7,596+269.5% | $6,790+313.4% | $4,754+490.4% |
| Participant deferral / active EE | $15,594 | $11,626+34.1% | $10,410+49.8% | $6,712+132.3% |
| Admin fee / account holder | $41,690 | $15,393+170.8% | $12,824+225.1% | $11,409+265.4% |