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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 | $715,218 | $198,461+260.4% | $170,436+319.6% | $147,585+384.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.64% | 257.30%-246.7pp | 205.94%-195.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $20,566 | $6,184+232.6% | $5,433+278.6% | $4,876+321.7% |
| Participant deferral / active EE | $14,413 | $5,629+156.0% | $4,939+191.8% | $5,439+165.0% |
| Admin fee / account holder | $129,073 | $16,852+665.9% | $13,880+829.9% | $10,885+1085.7% |