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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 | $808,106 | $172,758+367.8% | $149,600+440.2% | $138,895+481.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 13.96% | 181.17%-167.2pp | 129.59%-115.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $24,565 | $4,778+414.1% | $4,193+485.8% | $4,194+485.7% |
| Participant deferral / active EE | $14,695 | $8,180+79.6% | $7,203+104.0% | $6,396+129.7% |
| Admin fee / account holder | $79,273 | $17,615+350.0% | $13,963+467.7% | $12,562+531.0% |