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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 | $702,943 | $198,457+254.2% | $170,435+312.4% | $147,586+376.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $29,203 | $6,183+372.3% | $5,432+437.6% | $4,876+498.9% |
| Participant deferral / active EE | $20,282 | $5,629+260.3% | $4,939+310.6% | $5,439+272.9% |
| Admin fee / account holder | $3,273 | $16,852-80.6% | $13,881-76.4% | $10,886-69.9% |