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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 | $713,401 | $142,354+401.1% | $125,529+468.3% | $155,188+359.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 10.24% | 306.06%-295.8pp | 202.56%-192.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $37,500 | $3,501+971.0% | $3,058+1126.5% | $4,248+782.8% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $21,000 | $19,392+8.3% | $16,298+28.8% | $14,480+45.0% |