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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 | $712,215 | $198,457+258.9% | $170,435+317.9% | $147,586+382.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.54% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $30,371 | $6,183+391.2% | $5,432+459.1% | $4,876+522.8% |
| Participant deferral / active EE | $15,750 | $5,629+179.8% | $4,939+218.9% | $5,439+189.6% |
| Admin fee / account holder | $5,687 | $16,852-66.3% | $13,881-59.0% | $10,886-47.8% |