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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 | $673,904 | $185,883+262.5% | $170,043+296.3% | $139,466+383.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.19% | 60.54%-42.4pp | 53.40%-35.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $10,280 | $7,596+35.3% | $6,790+51.4% | $4,754+116.2% |
| Participant deferral / active EE | $16,990 | $11,626+46.1% | $10,410+63.2% | $6,712+153.1% |
| Admin fee / account holder | $1,073 | $15,393-93.0% | $12,824-91.6% | $11,409-90.6% |