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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 | $994,283 | $176,120+464.5% | $159,487+523.4% | $167,553+493.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.57% | 331.95%-319.4pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $36,819 | $5,299+594.8% | $4,831+662.1% | $4,840+660.8% |
| Participant deferral / active EE | $22,301 | $7,752+187.7% | $7,354+203.3% | $6,343+251.6% |
| Admin fee / account holder | $42,397 | $12,561+237.5% | $10,804+292.4% | $12,316+244.2% |