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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 | $599,475 | $175,257+242.1% | $149,717+300.4% | $139,456+329.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.90% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $28,738 | $5,477+424.7% | $4,820+496.2% | $4,753+504.7% |
| Participant deferral / active EE | $20,346 | $6,521+212.0% | $5,682+258.1% | $6,711+203.2% |
| Admin fee / account holder | $96,504 | $16,156+497.3% | $13,213+630.4% | $11,407+746.0% |