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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 | $707,871 | $209,422+238.0% | $178,503+296.6% | $158,982+345.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.51% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $28,022 | $5,707+391.0% | $5,011+459.2% | $4,763+488.4% |
| Participant deferral / active EE | $17,465 | $5,955+193.3% | $5,202+235.7% | $5,983+191.9% |
| Admin fee / account holder | $34,447 | $17,079+101.7% | $13,987+146.3% | $11,252+206.2% |