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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 | $870,379 | $165,399+426.2% | $149,745+481.2% | $158,982+447.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 53.12% | 348.34%-295.2pp | 276.72%-223.6pp | 302.99%-249.9pp |
| Employer contribution / active EE | $13,901 | $5,105+172.3% | $4,646+199.2% | $4,763+191.9% |
| Participant deferral / active EE | $10,916 | $7,183+52.0% | $6,843+59.5% | $5,983+82.4% |
| Admin fee / account holder | $789 | $10,811-92.7% | $9,312-91.5% | $11,252-93.0% |