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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 | $976,348 | $202,440+382.3% | $169,390+476.4% | $139,466+600.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $24,676 | $4,693+425.8% | $4,013+515.0% | $4,754+419.1% |
| Participant deferral / active EE | $16,027 | $6,940+130.9% | $6,222+157.6% | $6,712+138.8% |
| Admin fee / account holder | $59,924 | $10,722+458.9% | $9,015+564.7% | $11,409+425.2% |