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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 | $622,501 | $198,457+213.7% | $170,435+265.2% | $147,586+321.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.80% | 257.30%-247.5pp | 205.94%-196.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $18,219 | $6,183+194.7% | $5,432+235.4% | $4,876+273.6% |
| Participant deferral / active EE | $11,477 | $5,629+103.9% | $4,939+132.4% | $5,439+111.0% |
| Admin fee / account holder | $177,220 | $16,852+951.6% | $13,881+1176.7% | $10,886+1528.0% |