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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 | $787,980 | $159,934+392.7% | $147,005+436.0% | $145,959+439.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 98.24%-79.1pp | 418.76%-399.6pp | 561.95%-542.8pp |
| Employer contribution / active EE | $21,215 | $5,287+301.3% | $4,934+330.0% | $4,661+355.2% |
| Participant deferral / active EE | $18,734 | $8,427+122.3% | $8,070+132.1% | $6,689+180.1% |
| Admin fee / account holder | $2,432 | $15,053-83.8% | $13,006-81.3% | $13,398-81.8% |