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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 | $920,352 | $198,457+363.8% | $170,435+440.0% | $147,586+523.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.23% | 257.30%-240.1pp | 205.94%-188.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $32,981 | $6,183+433.4% | $5,432+507.1% | $4,876+576.3% |
| Participant deferral / active EE | $17,036 | $5,629+202.6% | $4,939+244.9% | $5,439+213.2% |
| Admin fee / account holder | $69,349 | $16,852+311.5% | $13,881+399.6% | $10,886+537.1% |