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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 | $999,178 | $162,136+516.3% | $152,301+556.1% | $154,746+545.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.92% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $38,703 | $4,890+691.4% | $4,624+736.9% | $4,379+783.8% |
| Participant deferral / active EE | $25,236 | $8,341+202.6% | $8,004+215.3% | $6,730+275.0% |
| Admin fee / account holder | $40,209 | $15,759+155.1% | $14,398+179.3% | $14,365+179.9% |