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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 | $650,893 | $198,457+228.0% | $170,435+281.9% | $147,586+341.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.78% | 257.30%-241.5pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $35,041 | $6,183+466.7% | $5,432+545.1% | $4,876+618.6% |
| Participant deferral / active EE | $19,565 | $5,629+247.6% | $4,939+296.1% | $5,439+259.7% |
| Admin fee / account holder | $171,456 | $16,852+917.4% | $13,881+1135.2% | $10,886+1475.0% |