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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 | $427,464 | $180,459+136.9% | $154,108+177.4% | $135,380+215.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.58% | 888.21%-875.6pp | 735.21%-722.6pp | 519.81%-507.2pp |
| Employer contribution / active EE | $38,132 | $6,035+531.8% | $5,298+619.8% | $4,779+697.9% |
| Participant deferral / active EE | $22,855 | $5,806+293.6% | $5,081+349.9% | $5,609+307.5% |
| Admin fee / account holder | $127,931 | $16,145+692.4% | $13,411+853.9% | $10,828+1081.5% |