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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 | $785,478 | $217,427+261.3% | $185,837+322.7% | $167,518+368.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.50% | 148.39%-138.9pp | 122.08%-112.6pp | 478.71%-469.2pp |
| Employer contribution / active EE | $32,962 | $5,874+461.1% | $5,168+537.8% | $4,838+581.3% |
| Participant deferral / active EE | $17,875 | $6,357+181.2% | $5,568+221.0% | $6,342+181.9% |
| Admin fee / account holder | $34,048 | $19,816+71.8% | $16,241+109.6% | $12,312+176.5% |