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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 | $729,889 | $217,427+235.7% | $185,837+292.8% | $167,518+335.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.42% | 148.39%-136.0pp | 122.08%-109.7pp | 478.71%-466.3pp |
| Employer contribution / active EE | $37,410 | $5,874+536.9% | $5,168+623.9% | $4,838+673.2% |
| Participant deferral / active EE | $3,802 | $6,357-40.2% | $5,568-31.7% | $6,342-40.1% |
| Admin fee / account holder | $15,398 | $19,816-22.3% | $16,241-5.2% | $12,312+25.1% |