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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 | $931,948 | $183,988+406.5% | $162,177+474.6% | $152,897+509.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.05% | 150.79%-124.7pp | 115.60%-89.6pp | 345.43%-319.4pp |
| Employer contribution / active EE | $29,710 | $6,370+366.4% | $5,613+429.3% | $4,764+523.7% |
| Participant deferral / active EE | $19,160 | $8,032+138.5% | $7,297+162.6% | $5,851+227.5% |
| Admin fee / account holder | $535 | $13,123-95.9% | $10,843-95.1% | $11,599-95.4% |