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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 | $198,470+267.3% | $170,444+327.7% | $147,585+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 | 578.56%-563.3pp |
| Employer contribution / active EE | $28,803 | $6,184+365.8% | $5,433+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% | $10,885-71.0% |