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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 | $744,343 | $176,120+322.6% | $159,487+366.7% | $167,553+344.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.80% | 331.95%-313.2pp | 263.71%-244.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $19,780 | $5,299+273.3% | $4,831+309.4% | $4,840+308.7% |
| Participant deferral / active EE | $18,235 | $7,752+135.2% | $7,354+148.0% | $6,343+187.5% |
| Admin fee / account holder | $1,005 | $12,561-92.0% | $10,804-90.7% | $12,316-91.8% |