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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 | $648,131 | $209,422+209.5% | $178,503+263.1% | $158,982+307.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.21% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $42,850 | $5,707+650.8% | $5,011+755.1% | $4,763+799.7% |
| Participant deferral / active EE | $21,813 | $5,955+266.3% | $5,202+319.3% | $5,983+264.6% |
| Admin fee / account holder | $75,485 | $17,079+342.0% | $13,987+439.7% | $11,252+570.9% |