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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 | $998,617 | $148,582+572.1% | $135,942+634.6% | $139,456+616.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.78% | 79.26%-61.5pp | 68.28%-50.5pp | 373.45%-355.7pp |
| Employer contribution / active EE | $14,147 | $5,245+169.7% | $4,858+191.2% | $4,753+197.7% |
| Participant deferral / active EE | $23,333 | $8,101+188.0% | $7,759+200.7% | $6,711+247.7% |
| Admin fee / account holder | $26,667 | $12,402+115.0% | $10,764+147.7% | $11,407+133.8% |