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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 | $812,876 | $198,457+309.6% | $170,435+376.9% | $147,586+450.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.78% | 257.30%-240.5pp | 205.94%-189.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $17,872 | $6,183+189.0% | $5,432+229.0% | $4,876+266.5% |
| Participant deferral / active EE | $18,598 | $5,629+230.4% | $4,939+276.5% | $5,439+242.0% |
| Admin fee / account holder | $19,925 | $16,852+18.2% | $13,881+43.5% | $10,886+83.0% |