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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 | $769,769 | $183,539+319.4% | $155,556+394.8% | $145,897+427.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 61.31%-43.6pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $40,688 | $5,315+665.5% | $4,675+770.2% | $4,663+772.6% |
| Participant deferral / active EE | $19,797 | $6,467+206.1% | $5,631+251.6% | $6,689+196.0% |
| Admin fee / account holder | $49,187 | $19,275+155.2% | $15,885+209.6% | $13,390+267.3% |