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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 | $790,155 | $134,817+486.1% | $123,973+537.4% | $155,188+409.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.35% | 515.49%-495.1pp | 388.13%-367.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $19,621 | $4,425+343.4% | $4,126+375.6% | $4,248+361.9% |
| Participant deferral / active EE | $19,302 | $5,706+238.2% | $5,247+267.9% | $6,531+195.5% |
| Admin fee / account holder | $1,004 | $13,245-92.4% | $11,799-91.5% | $14,480-93.1% |