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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 | $703,681 | $201,344+249.5% | $184,243+281.9% | $145,877+382.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.66% | 29.01%+45.6pp | 28.82%+45.8pp | 551.28%-476.6pp |
| Employer contribution / active EE | $22,133 | $7,022+215.2% | $6,427+244.4% | $4,663+374.7% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $15,039 | $16,382-8.2% | $13,914+8.1% | $13,402+12.2% |