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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 | $878,944 | $217,392+304.3% | $185,818+373.0% | $167,497+424.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.65% | 148.37%-137.7pp | 122.06%-111.4pp | 478.62%-468.0pp |
| Employer contribution / active EE | $10,000 | $5,873+70.3% | $5,168+93.5% | $4,838+106.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $48,000 | $19,813+142.3% | $16,239+195.6% | $12,310+289.9% |