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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 | $794,399 | $183,988+331.8% | $162,177+389.8% | $152,897+419.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.87% | 150.79%-126.9pp | 115.60%-91.7pp | 345.43%-321.6pp |
| Employer contribution / active EE | $29,347 | $6,370+360.7% | $5,613+422.8% | $4,764+516.1% |
| Participant deferral / active EE | $20,783 | $8,032+158.7% | $7,297+184.8% | $5,851+255.2% |
| Admin fee / account holder | $31,084 | $13,123+136.9% | $10,843+186.7% | $11,599+168.0% |