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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 | $907,182 | $198,457+357.1% | $170,435+432.3% | $147,586+514.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.54% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $33,283 | $6,183+438.3% | $5,432+512.7% | $4,876+582.5% |
| Participant deferral / active EE | $16,500 | $5,629+193.1% | $4,939+234.0% | $5,439+203.4% |
| Admin fee / account holder | $17,276 | $16,852+2.5% | $13,881+24.5% | $10,886+58.7% |