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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 | $795,114 | $217,432+265.7% | $185,851+327.8% | $167,553+374.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.76% | 148.43%-131.7pp | 122.11%-105.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $32,442 | $5,874+452.3% | $5,168+527.7% | $4,840+570.3% |
| Participant deferral / active EE | $19,115 | $6,357+200.7% | $5,569+243.3% | $6,343+201.4% |
| Admin fee / account holder | $73,387 | $19,820+270.3% | $16,245+351.7% | $12,316+495.8% |