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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 | $642,938 | $198,462+224.0% | $170,439+277.2% | $147,585+335.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.17% | 257.30%-241.1pp | 205.94%-189.8pp | 578.58%-562.4pp |
| Employer contribution / active EE | $30,206 | $6,184+388.5% | $5,433+456.0% | $4,876+519.4% |
| Participant deferral / active EE | $14,739 | $5,629+161.8% | $4,939+198.4% | $5,439+171.0% |
| Admin fee / account holder | $74,623 | $16,852+342.8% | $13,881+437.6% | $10,886+585.5% |