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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 | $774,011 | $175,257+341.6% | $149,717+417.0% | $139,456+455.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.16% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $36,110 | $5,477+559.3% | $4,820+649.2% | $4,753+659.8% |
| Participant deferral / active EE | $13,600 | $6,521+108.6% | $5,682+139.4% | $6,711+102.6% |
| Admin fee / account holder | $32,365 | $16,156+100.3% | $13,213+145.0% | $11,407+183.7% |