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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 | $830,447 | $209,422+296.5% | $178,503+365.2% | $158,982+422.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.63% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $16,724 | $5,707+193.1% | $5,011+233.7% | $4,763+251.1% |
| Participant deferral / active EE | $10,854 | $5,955+82.3% | $5,202+108.6% | $5,983+81.4% |
| Admin fee / account holder | $2,085 | $17,079-87.8% | $13,987-85.1% | $11,252-81.5% |