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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 | $836,831 | $175,257+377.5% | $149,717+458.9% | $139,456+500.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.7pp |
| Employer contribution / active EE | $36,628 | $5,477+568.8% | $4,820+660.0% | $4,753+670.7% |
| Participant deferral / active EE | $22,292 | $6,521+241.8% | $5,682+292.3% | $6,711+232.1% |
| Admin fee / account holder | $128,922 | $16,156+698.0% | $13,213+875.7% | $11,407+1030.2% |