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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 | $615,665 | $209,422+194.0% | $178,503+244.9% | $158,982+287.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.40% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $27,104 | $5,707+374.9% | $5,011+440.9% | $4,763+469.1% |
| Participant deferral / active EE | $14,373 | $5,955+141.4% | $5,202+176.3% | $5,983+140.2% |
| Admin fee / account holder | $50,637 | $17,079+196.5% | $13,987+262.0% | $11,252+350.0% |