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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 | $873,220 | $197,819+341.4% | $155,789+460.5% | $125,389+596.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 8.47% | 86.73%-78.3pp | 71.54%-63.1pp | 282.24%-273.8pp |
| Employer contribution / active EE | $18,225 | $4,850+275.7% | $3,839+374.8% | $4,866+274.5% |
| Participant deferral / active EE | $16,750 | $5,631+197.4% | $4,798+249.1% | $5,352+213.0% |
| Admin fee / account holder | $30,564 | $9,544+220.3% | $7,477+308.8% | $9,541+220.3% |