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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 | $729,055 | $198,457+267.4% | $170,435+327.8% | $147,586+394.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.25% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $28,803 | $6,183+365.8% | $5,432+430.2% | $4,876+490.7% |
| Participant deferral / active EE | $19,042 | $5,629+238.3% | $4,939+285.5% | $5,439+250.1% |
| Admin fee / account holder | $3,162 | $16,852-81.2% | $13,881-77.2% | $10,886-71.0% |