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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 | $740,457 | $114,093+549.0% | $96,171+669.9% | $167,536+342.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.14% | 190.00%-164.9pp | 192.04%-166.9pp | 478.82%-453.7pp |
| Employer contribution / active EE | $16,911 | $3,429+393.1% | $2,799+504.2% | $4,839+249.5% |
| Participant deferral / active EE | $14,688 | $5,197+182.6% | $4,350+237.6% | $6,342+131.6% |
| Admin fee / account holder | $138,525 | $6,899+1907.8% | $5,538+2401.2% | $12,315+1024.9% |