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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 | $911,120 | $176,786+415.4% | $146,643+521.3% | $167,536+443.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.66% | 24.04%-5.4pp | 22.75%-4.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $30,000 | $5,161+481.3% | $4,137+625.2% | $4,839+520.0% |
| Participant deferral / active EE | $3,158 | $6,440-51.0% | $5,506-42.7% | $6,342-50.2% |
| Admin fee / account holder | $14,596 | $13,262+10.1% | $10,280+42.0% | $12,315+18.5% |