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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 | $721,659 | $217,432+231.9% | $185,849+288.3% | $167,536+330.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.38% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $36,078 | $5,875+514.1% | $5,169+598.0% | $4,839+645.5% |
| Participant deferral / active EE | $18,019 | $6,357+183.4% | $5,569+223.6% | $6,342+184.1% |
| Admin fee / account holder | $43,244 | $19,818+118.2% | $16,244+166.2% | $12,315+251.2% |