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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 | $732,956 | $209,422+250.0% | $178,503+310.6% | $158,982+361.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.07% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $26,967 | $5,707+372.5% | $5,011+438.1% | $4,763+466.2% |
| Participant deferral / active EE | $15,627 | $5,955+162.4% | $5,202+200.4% | $5,983+161.2% |
| Admin fee / account holder | $8,594 | $17,079-49.7% | $13,987-38.6% | $11,252-23.6% |