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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 | $741,838 | $209,422+254.2% | $178,503+315.6% | $158,982+366.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.74% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $39,915 | $5,707+599.4% | $5,011+696.5% | $4,763+738.0% |
| Participant deferral / active EE | $17,700 | $5,955+197.2% | $5,202+240.2% | $5,983+195.8% |
| Admin fee / account holder | $896 | $17,079-94.8% | $13,987-93.6% | $11,252-92.0% |