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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 | $849,423 | $183,988+361.7% | $162,177+423.8% | $152,897+455.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.78% | 150.79%-130.0pp | 115.60%-94.8pp | 345.43%-324.6pp |
| Employer contribution / active EE | $52,959 | $6,370+731.4% | $5,613+843.5% | $4,764+1011.8% |
| Participant deferral / active EE | $6,690 | $8,032-16.7% | $7,297-8.3% | $5,851+14.3% |
| Admin fee / account holder | $106,572 | $13,123+712.1% | $10,843+882.8% | $11,599+818.8% |