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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 | $936,255 | $198,457+371.8% | $170,435+449.3% | $147,586+534.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.32% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $30,891 | $6,183+399.6% | $5,432+468.7% | $4,876+533.5% |
| Participant deferral / active EE | $21,358 | $5,629+279.4% | $4,939+332.4% | $5,439+292.7% |
| Admin fee / account holder | $12,462 | $16,852-26.1% | $13,881-10.2% | $10,886+14.5% |