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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 | $614,777 | $198,457+209.8% | $170,435+260.7% | $147,586+316.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.39% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $31,488 | $6,183+409.3% | $5,432+479.6% | $4,876+545.7% |
| Participant deferral / active EE | $17,982 | $5,629+219.4% | $4,939+264.1% | $5,439+230.6% |
| Admin fee / account holder | $4,732 | $16,852-71.9% | $13,881-65.9% | $10,886-56.5% |