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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 | $560,621 | $198,457+182.5% | $170,435+228.9% | $147,586+279.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $28,067 | $6,183+353.9% | $5,432+416.7% | $4,876+475.6% |
| Participant deferral / active EE | $19,625 | $5,629+248.6% | $4,939+297.3% | $5,439+260.8% |
| Admin fee / account holder | $3,813 | $16,852-77.4% | $13,881-72.5% | $10,886-65.0% |