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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 | $655,109 | $198,462+230.1% | $170,439+284.4% | $147,585+343.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.62% | 257.30%-244.7pp | 205.94%-193.3pp | 578.58%-566.0pp |
| Employer contribution / active EE | $35,000 | $6,184+466.0% | $5,433+544.2% | $4,876+617.7% |
| Participant deferral / active EE | $20,400 | $5,629+262.4% | $4,939+313.0% | $5,439+275.1% |
| Admin fee / account holder | $3,973 | $16,852-76.4% | $13,881-71.4% | $10,886-63.5% |