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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 | $830,048 | $209,422+296.4% | $178,503+365.0% | $158,982+422.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.21% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $15,033 | $5,707+163.4% | $5,011+200.0% | $4,763+215.6% |
| Participant deferral / active EE | $32,011 | $5,955+437.5% | $5,202+515.3% | $5,983+435.0% |
| Admin fee / account holder | $77,565 | $17,079+354.2% | $13,987+454.6% | $11,252+589.4% |