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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 | $593,747 | $209,425+183.5% | $178,499+232.6% | $158,966+273.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.40% | 188.80%-179.4pp | 151.10%-141.7pp | 302.95%-293.6pp |
| Employer contribution / active EE | $15,248 | $5,707+167.2% | $5,011+204.3% | $4,762+220.2% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.6% |
| Admin fee / account holder | $34,242 | $17,078+100.5% | $13,986+144.8% | $11,250+204.4% |