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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 | $780,018 | $134,817+478.6% | $123,973+529.2% | $155,188+402.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.62% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $6,100 | $4,425+37.9% | $4,126+47.9% | $4,248+43.6% |
| Participant deferral / active EE | $17,324 | $5,706+203.6% | $5,247+230.2% | $6,531+165.3% |
| Admin fee / account holder | $26,113 | $13,245+97.2% | $11,799+121.3% | $14,480+80.3% |