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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 | $786,816 | $198,457+296.5% | $170,435+361.7% | $147,586+433.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.09% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $32,918 | $6,183+432.4% | $5,432+506.0% | $4,876+575.0% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $38,832 | $16,852+130.4% | $13,881+179.8% | $10,886+256.7% |