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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 | $831,559 | $176,120+372.2% | $159,487+421.4% | $167,553+396.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.42% | 331.95%-320.5pp | 263.71%-252.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $10,286 | $5,299+94.1% | $4,831+112.9% | $4,840+112.5% |
| Participant deferral / active EE | $3,797 | $7,752-51.0% | $7,354-48.4% | $6,343-40.1% |
| Admin fee / account holder | $36,657 | $12,561+191.8% | $10,804+239.3% | $12,316+197.6% |