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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 | $722,383 | $198,457+264.0% | $170,435+323.8% | $147,586+389.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.68% | 257.30%-244.6pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $29,708 | $6,183+380.5% | $5,432+446.9% | $4,876+509.2% |
| Participant deferral / active EE | $17,455 | $5,629+210.1% | $4,939+253.4% | $5,439+220.9% |
| Admin fee / account holder | $26,134 | $16,852+55.1% | $13,881+88.3% | $10,886+140.1% |