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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 | $556,074 | $198,462+180.2% | $170,439+226.3% | $147,585+276.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.60% | 257.30%-224.7pp | 205.94%-173.3pp | 578.58%-546.0pp |
| Employer contribution / active EE | $40,812 | $6,184+560.0% | $5,433+651.2% | $4,876+736.9% |
| Participant deferral / active EE | $4,249 | $5,629-24.5% | $4,939-14.0% | $5,439-21.9% |
| Admin fee / account holder | $52,520 | $16,852+211.7% | $13,881+278.4% | $10,886+382.5% |