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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 | $888,057 | $175,257+406.7% | $149,717+493.2% | $139,456+536.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.58% | 166.70%-152.1pp | 134.41%-119.8pp | 373.45%-358.9pp |
| Employer contribution / active EE | $34,959 | $5,477+538.3% | $4,820+625.3% | $4,753+635.6% |
| Participant deferral / active EE | $18,019 | $6,521+176.3% | $5,682+217.1% | $6,711+168.5% |
| Admin fee / account holder | $25,954 | $16,156+60.6% | $13,213+96.4% | $11,407+127.5% |