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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 | $974,284 | $209,422+365.2% | $178,503+445.8% | $158,982+512.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.03% | 188.81%-146.8pp | 151.12%-109.1pp | 302.99%-261.0pp |
| Employer contribution / active EE | $18,265 | $5,707+220.1% | $5,011+264.5% | $4,763+283.5% |
| Participant deferral / active EE | $31,456 | $5,955+428.2% | $5,202+504.6% | $5,983+425.7% |
| Admin fee / account holder | $2,846 | $17,079-83.3% | $13,987-79.7% | $11,252-74.7% |