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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 | $792,682 | $148,629+433.3% | $135,982+482.9% | $139,487+468.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.55% | 79.33%-42.8pp | 68.32%-31.8pp | 373.84%-337.3pp |
| Employer contribution / active EE | $38,380 | $5,247+631.5% | $4,859+689.9% | $4,755+707.2% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $7,719 | $12,406-37.8% | $10,767-28.3% | $11,407-32.3% |