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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 | $787,668 | $198,457+296.9% | $170,435+362.2% | $147,586+433.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $18,428 | $6,183+198.0% | $5,432+239.2% | $4,876+277.9% |
| Participant deferral / active EE | $15,380 | $5,629+173.2% | $4,939+211.4% | $5,439+182.8% |
| Admin fee / account holder | $125,208 | $16,852+643.0% | $13,881+802.0% | $10,886+1050.2% |