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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 | $739,559 | $217,432+240.1% | $185,849+297.9% | $167,536+341.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.04% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $40,963 | $5,875+597.3% | $5,169+692.5% | $4,839+746.5% |
| Participant deferral / active EE | $17,311 | $6,357+172.3% | $5,569+210.9% | $6,342+172.9% |
| Admin fee / account holder | $140,415 | $19,818+608.5% | $16,244+764.4% | $12,315+1040.2% |