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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 | $634,118 | $198,457+219.5% | $170,435+272.1% | $147,586+329.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.94% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $30,273 | $6,183+389.6% | $5,432+457.3% | $4,876+520.8% |
| Participant deferral / active EE | $17,545 | $5,629+211.7% | $4,939+255.2% | $5,439+222.6% |
| Admin fee / account holder | $964 | $16,852-94.3% | $13,881-93.1% | $10,886-91.1% |