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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 | $737,517 | $198,457+271.6% | $170,435+332.7% | $147,586+399.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.30%-243.9pp | 205.94%-192.6pp | 578.59%-565.2pp |
| Employer contribution / active EE | $32,837 | $6,183+431.1% | $5,432+504.5% | $4,876+573.4% |
| Participant deferral / active EE | $18,057 | $5,629+220.8% | $4,939+265.6% | $5,439+232.0% |
| Admin fee / account holder | $198,986 | $16,852+1080.8% | $13,881+1333.5% | $10,886+1727.9% |