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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 | $881,786 | $209,874+320.1% | $189,537+365.2% | $167,536+426.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.11% | 748.61%-729.5pp | 555.34%-536.2pp | 478.82%-459.7pp |
| Employer contribution / active EE | $4,571 | $6,913-33.9% | $6,161-25.8% | $4,839-5.5% |
| Participant deferral / active EE | $4,735 | $8,934-47.0% | $8,220-42.4% | $6,342-25.3% |
| Admin fee / account holder | $176,941 | $14,299+1137.4% | $12,048+1368.6% | $12,315+1336.8% |