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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 | $869,099 | $197,637+339.7% | $177,848+388.7% | $158,982+446.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.52% | 58.77%-44.3pp | 48.33%-33.8pp | 302.99%-288.5pp |
| Employer contribution / active EE | $29,823 | $6,698+345.2% | $5,919+403.9% | $4,763+526.2% |
| Participant deferral / active EE | $22,462 | $8,405+167.2% | $7,714+191.2% | $5,983+275.4% |
| Admin fee / account holder | $45,262 | $15,406+193.8% | $12,431+264.1% | $11,252+302.3% |