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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 | $712,147 | $159,934+345.3% | $147,005+384.4% | $145,959+387.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.42% | 98.24%-69.8pp | 418.76%-390.3pp | 561.95%-533.5pp |
| Employer contribution / active EE | $15,395 | $5,287+191.2% | $4,934+212.0% | $4,661+230.3% |
| Participant deferral / active EE | $11,176 | $8,427+32.6% | $8,070+38.5% | $6,689+67.1% |
| Admin fee / account holder | $35,693 | $15,053+137.1% | $13,006+174.4% | $13,398+166.4% |