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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 | $872,825 | $198,462+339.8% | $170,439+412.1% | $147,585+491.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.93% | 257.30%-244.4pp | 205.94%-193.0pp | 578.58%-565.7pp |
| Employer contribution / active EE | $26,387 | $6,184+326.7% | $5,433+385.7% | $4,876+441.1% |
| Participant deferral / active EE | $19,583 | $5,629+247.9% | $4,939+296.5% | $5,439+260.1% |
| Admin fee / account holder | $5,370 | $16,852-68.1% | $13,881-61.3% | $10,886-50.7% |