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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 | $835,330 | $209,425+298.9% | $178,499+368.0% | $158,966+425.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.73% | 188.80%-180.1pp | 151.10%-142.4pp | 302.95%-294.2pp |
| Employer contribution / active EE | $7,500 | $5,707+31.4% | $5,011+49.7% | $4,762+57.5% |
| Participant deferral / active EE | $2,941 | $5,955-50.6% | $5,202-43.5% | $5,983-50.9% |
| Admin fee / account holder | $93,835 | $17,078+449.4% | $13,986+570.9% | $11,250+734.1% |