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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 | $994,236 | $148,629+568.9% | $135,982+631.2% | $139,487+612.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.71% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $23,883 | $5,247+355.2% | $4,859+391.5% | $4,755+402.3% |
| Participant deferral / active EE | $14,073 | $8,102+73.7% | $7,760+81.4% | $6,713+109.7% |
| Admin fee / account holder | $27,006 | $12,406+117.7% | $10,767+150.8% | $11,407+136.7% |