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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 | $801,368 | $209,422+282.7% | $178,503+348.9% | $158,982+404.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.80% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $4,389 | $5,707-23.1% | $5,011-12.4% | $4,763-7.8% |
| Participant deferral / active EE | $17,139 | $5,955+187.8% | $5,202+229.4% | $5,983+186.4% |
| Admin fee / account holder | $43,351 | $17,079+153.8% | $13,987+209.9% | $11,252+285.3% |