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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 | $670,268 | $198,457+237.7% | $170,435+293.3% | $147,586+354.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.24% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $36,152 | $6,183+484.7% | $5,432+565.5% | $4,876+641.4% |
| Participant deferral / active EE | $17,813 | $5,629+216.4% | $4,939+260.6% | $5,439+227.5% |
| Admin fee / account holder | $46,631 | $16,852+176.7% | $13,881+235.9% | $10,886+328.4% |