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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 | $741,980 | $176,077+321.4% | $159,455+365.3% | $167,518+342.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.81% | 331.83%-292.0pp | 263.63%-223.8pp | 478.71%-438.9pp |
| Employer contribution / active EE | $1,761 | $5,298-66.8% | $4,830-63.5% | $4,838-63.6% |
| Participant deferral / active EE | $10,250 | $7,751+32.2% | $7,353+39.4% | $6,342+61.6% |
| Admin fee / account holder | $1,191 | $12,556-90.5% | $10,800-89.0% | $12,312-90.3% |