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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 | $561,944 | $197,637+184.3% | $177,848+216.0% | $158,982+253.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.36% | 58.77%-50.4pp | 48.33%-40.0pp | 302.99%-294.6pp |
| Employer contribution / active EE | $21,230 | $6,698+216.9% | $5,919+258.7% | $4,763+345.7% |
| Participant deferral / active EE | $14,565 | $8,405+73.3% | $7,714+88.8% | $5,983+143.4% |
| Admin fee / account holder | $68,674 | $15,406+345.8% | $12,431+452.4% | $11,252+510.4% |