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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 | $966,514 | $165,399+484.4% | $149,745+545.4% | $158,982+507.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.21% | 348.34%-319.1pp | 276.72%-247.5pp | 302.99%-273.8pp |
| Employer contribution / active EE | $37,474 | $5,105+634.1% | $4,646+706.6% | $4,763+686.8% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $69,050 | $10,811+538.7% | $9,312+641.5% | $11,252+513.7% |