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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 | $752,911 | $165,361+355.3% | $149,715+402.9% | $158,950+373.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.41% | 348.24%-330.8pp | 276.66%-259.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $19,645 | $5,103+284.9% | $4,645+322.9% | $4,762+312.5% |
| Participant deferral / active EE | $12,222 | $7,182+70.2% | $6,842+78.6% | $5,983+104.3% |
| Admin fee / account holder | $3,070 | $10,808-71.6% | $9,310-67.0% | $11,248-72.7% |